Hosking Partners

At Hosking Partners, we don’t invest by consensus - we invest with conviction. Our approach removes the need for groupthink, giving each portfolio manager the autonomy to build their own sleeve shaped by their experience, character, and insight. These independent sleeves come together to form one differentiated portfolio that stands out from the crowd. In this clip, our managers discuss how this freedom helps them uncover idiosyncratic opportunities, pursue ideas they believe in, and learn from one another - finding value others miss in global equity markets increasingly crowded into a few narrow areas. Celebrating difference is central to who we are, but our real strength is in bringing those viewpoints together so the best ideas carry the most weight. That’s been a clear contributor to our recent strong performance. Follow us for more insights, or visit our website to learn more about how we invest.

From AI and PGMs to Japan, Sri Lanka and the energy transition, our team is tracking a broad range of global opportunities - all through a long-term, capital-cycle lens. Our unconstrained, ‘go anywhere’ approach allows our global generalist portfolio managers to follow value wherever it emerges, focusing on areas where capital is scarce, discipline is returning, and fundamentals are strengthening over time. It means our portfolio looks different - shaped by long-term thinking, thematic opportunity buckets, idiosyncratic stock picks, and a willingness to invest where others aren’t. Follow us for more insights, or visit our website to learn more about our long-term investment approach and strong performance in 2025.

Unlike others, our investment approach avoids the need for consensus and instead empowers the investment team to build portfolios shaped by their own experience, character, and insights. In this clip, our portfolio managers explain how this freedom lets them access idiosyncratic opportunities, pursue ideas they are passionate about, and learn from one another to strengthen the overall portfolio. As Senior Partner Luke Bridgeman reflects, while we celebrate difference at Hosking Partners, our real strength lies in our ability to get as many good ideas in each of the PMs sleeves as possible so that they are overweighted in our client’s overall portfolio. #HoskingPartners #GlobalInvesting

From AI and PGMs to Japan, Sri Lanka and the energy transition, at any given time our investment team is following a truly diverse set of opportunities and market themes. Our unconstrained ‘go anywhere’ approach gives our global generalist Portfolio Managers the freedom to explore capital cycle opportunities wherever they find them. This approach is enabled by our multi-counsellor model, which encourages independent, contrarian thinking and affords the freedom to invest in areas where others cannot. In the next video clip exploring our multi-counsellor system, the portfolio managers discuss some of the trends and opportunities they are currently tracking. #GlobalInvestment #CapitalCycle

Central to the way in which we invest at Hosking Partners is our multi-counsellor approach, which gives real autonomy to our four global generalist Portfolio Managers. We recently sat down with Jeremy Hosking, Luke Bridgeman, Django Davidson and Omar Malik to hear the distinctive perspectives each manager brings, both on the model and on investing more broadly. Watch the first in a series of snippets we'll be sharing, where the managers explain how our multi-counsellor model enables contrarian thinking, avoids groupthink, provides a psychological edge, and stands apart from the competition. Stay tuned for more. #HoskingPartners #CapitalCycle

"The Capital Cycle is a terrific lens through which to view the world and uncover high upside potential investments" In the next video clip exploring our multi-counsellor system, we asked our portfolio managers to sum up the approaches they take to investing. Our model affords a wide degree of freedom, meaning each of the portfolio managers can interpret the philosophy in their own individual way. What unites them all is a focus on supply and a contrarian, independent frame of mind. #GlobalInvestment #CapitalCycle