While most investors focus on demand narratives, we focus on supply.
Our strategy is global and unconstrained, enabling truly contrarian thinking and allowing us to own idiosyncratic ideas that others cannot.
In a market where concentration is the consensus, our diversification is a key differentiator.
Founded in 2013, Hosking Partners was established as an independent partnership to practise a single, unconstrained global investment strategy.
The partnership was founded on the simple belief that an investment firm should be structured to match the time horizon of its investment approach.
Our team pioneered capital cycle investing and has practised it for over four decades.
Over the long run, it is a company's return on capital, not changes in quarterly earnings, which primarily determines the direction of its share price. The return on capital of any company is largely subject to the state of competition within its industry.
We publish Perspectives to share the team's insights on markets and investment opportunities, as viewed through the lens of the capital cycle.
