Oldfield Partners LLP

Fee-Only (% of Portfolio)

Oldfield Partners is a registered investment advisor that provides discretionary investment management services to a U.S. domiciled private fund and investment manager to two open-ended investment companies organized under the laws of Ireland, as well as institutional clients through separately managed accounts. Oldfield Partners has full discretion to make investment decisions for these funds and managed accounts, subject to certain restrictions. The firm offers various global equity strategies.

Assets Under Management$1.5B
Clients7
AdvisorsN/A
Avg. per Client$220M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)

Oldfield Partners manages investments for funds and institutional managed accounts. The fees for the funds range from 0.75% to 1.25% of the fund's net asset value, depending on the specific fund and share class. Fees for managed accounts are separately negotiated and based on the assets in the client's portfolio and the investment strategy used.

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Oldfield Partners LLP | TrueAdvisor