How we invest
The capital cycle investment philosophy and supply-focused discipline lies at the heart of our differentiated approach.
As global investors our universe is vast – our framework focuses attention on what matters the most.
A diversified portfolio and patience enables us to incorporate exciting opportunities that more conventional investment managers cannot.
We build our portfolio to generate exceptional long-term returns, not tick other people’s boxes.
University College London, Law with French
Prior to joining Hosking Partners, Chris worked at Wellington Management and Goldman Sachs. He graduated from University College London where he read Law with French Law (LLB). Chris holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society UK.
Chris is an avid podcast listener and (dreadfully slow) marathon runner. When not using his running as an excuse to travel, Chris enjoys woodland walks with his wife, young daughter, and their Australian Labradoodle.
University of Oxford, MA
Before joining Hosking Partners, Luke was a senior analyst at Marathon Asset Management, where he worked for 3 years. Previously Luke set up and ran Dawnay Day Principal Finance before moving to Grove International Partners. Luke spent the first 8 years of his career at Morgan Grenfell, mostly in Morgan Grenfell Private Equity. Luke sits on the firm’s Management Committee.
Luke likes being an outsider in all weathers.
Imperial College London, MSci
Prior to joining Hosking Partners, Steve was a founding partner at High Ground Investment Management and before that he was an Equity Fund Manager at Tesco Pension Investments. He started his buyside career 12 years earlier as an intern at The Children’s Investment Fund while completing a Masters in Mathematics (Msci) at Imperial College London.
Steve has an interest in all things that fly; birds, butterflies and flying himself in a small plane. When on the ground he is often caught reading with his cat not far away.
University of Oxford, BA
A former partner of Algebris Investments LLP, Django Davidson joined at the inception of Hosking Partners, spending 3 years working alongside Jeremy in a splendid Georgian townhouse in Dublin. Prior to Algebris Django worked at Deutsche Bank for 7 years where he worked in corporate finance and the bank equity research team.
Over the weekends Django can be found attempting – without much success – to nurture a wildflower meadow.
University of Cambridge, MA
Prior to founding Hosking Partners, Jeremy was one of the three founding partners and lead portfolio managers at Marathon Asset Management where he worked for 26 years. While at Marathon, Jeremy helped to develop the ‘capital cycle’ approach to investment.
London School of Economics, BA, Philosophy and Economics
Prior to joining Hosking Partners, Omar was an equity analyst at Wellington Management. He started his career on the buyside at PIMCO followed by the graduate programme at M&G Investments. Omar graduated from the London School of Economics with a Bachelors’ degree in Philosophy and Economics, and holds the CFA designation.
Omar enjoys exploring new countries and adding to his reading pile.
University of Oxford, BA
Before joining Hosking Partners, James was a global portfolio manager at Marathon Asset Management for 6 years. Prior to Marathon, James worked at Rowe-Price Fleming and T. Rowe Price for 19 years as a portfolio manager. James started his career at Schroders.
When not in the office, James can be found thinking about his next investment on the golf course or tennis court.