Podcast
10 Aug 2026
Merryn Talks Money – The Capital Cycle Is Turning
Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and…
Quarterly Report
21 Jul 2026
Q2 2026 – Quarterly Report Commentary
The Hosking Partners strategy delivered another strong period of absolute returns, adding 11.7% (net) in the second quarter and taking…
Podcast
21 Jul 2026
Value Investing with Legends Podcast
The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Hosking Post
2 Jul 2026
‘Normal’ Service Resumes
Michael Godfrey on the end of the zero-rate anomaly - and the comeback of capital cycle investing.
Hosking Post
9 Jun 2026
Super cycle or capital cycle?
Luke Bridgeman on our long-term DRAM position.
Hosking Post
3 Jun 2026
Paint by numbers
An update on M&A activity across the portfolio.
Event
26 May 2026
Ed Conway on ‘The Material World’ – Spring Drinks 2026
The highlights from Django Davidson in conversation with Ed Conway.
Hosking Post
20 May 2026
Syncona
In the crosshairs of Big Pharma.
Active Ownership Report
19 May 2026
Q1 2026 ESG and Active Ownership Report
In a quarter that was dominated by discussions of geopolitics, deglobalisation, energy and defence, we explore how the investment team…
Podcast
6 May 2026
Business Breakdowns Podcast – Altius Minerals
Luke Bridgeman - Altius Minerals: Royalty Check
Policies & Disclosures
30 Apr 2026
UK Stewardship Code – Activities and Outcomes Report 2025/2026 Submission
At Hosking Partners, we consider stewardship, active ownership and engagement with investee companies to be fundamental components of the investment…
Policies & Disclosures
30 Apr 2026
UK Stewardship Code – Policy and Context Disclosure 2025/2026 Submission
At Hosking Partners, we consider stewardship, active ownership and engagement with investee companies to be fundamental components of the investment…
