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 of Oxford, BA
James joined Hosking Partners in 2014 shortly after its inception. He manages the firm’s largest client relationships and chairs the Management Committee.
James previously worked at Ruffer Investment Management and Brunswick Group.
James is kept in check by his American wife, two very naughty dogs and toddling son. When left to his own devices, he likes to potter around his garden.
Queen’s University Belfast, BSc
Prior to joining Hosking Partners in 2016, Dan was a Senior Associate at Pershing Limited. He spent three years there specialising in International Settlements and Corporate Actions before joining Hosking Partners to cover a broad ranging operational role.
Dan is a (reluctant) runner having participated in a number of races. More recently he can be seen running after his young son who keeps him on his toes, and going for long walks around Battersea Park. When he gets a minute to relax he enjoys watching all things football.
University of Oxford, MA (Oxon)
Roman is a former military officer who specialised in strategic counter-terrorism at the UK’s Ministry of Defence. He joined Hosking Partners to follow his passion for investment and ESG analysis, following a period at Carbon-Plus Capital LLP. Roman is particularly focused on the global energy transition, which he considers one of the most fascinating and complex problems facing investors and governments over the coming decades.
Roman graduated from the University of Oxford with a Master’s degree in English Language and Literature. He holds the CFA Certificate in ESG investing, and has passed CFA Level 1.
In his spare time Roman enjoys skiing, golfing, mountaineering, and drinking the occasional glass of Californian red wine.
University College Dublin, MSc
Prior to joining Hosking Partners in 2014, David worked in various Operational roles for both Credit Suisse and GE Financial Markets. Having originally joined Hosking Partners to cover a wide variety of Operational duties, David has been focused solely on the trading function since 2017.
David enjoys golfing and running in his spare time.
University of Leicester, BSc
Lucy joined Hosking Partners in 2019 to cover a broad range of Operational tasks. Prior to this she worked at FactSet where she built client relations within the Strategic Client Group, managing FactSet’s largest UK clients, whilst developing technical knowledge in financial analytics and database management. Lucy graduated from university with a BSc in Financial Economics so always knew the world of Finance would be a natural fit.
Lucy can usually be found listening to crime podcasts at home. She enjoys upcycling furniture and baking, as well as scuba diving and skiing.
University of Exeter, BA
Simon joined Hosking Partners in 2013 when the firm was founded as the Chief Operations Officer and Chief Compliance Officer. In 2021 Simon was made Managing Partner, with responsibility for operations, client service, compliance, legal and finance. Simon sits on the firm’s Management Committee.
Prior to joining Hosking Partners, Simon worked at Fauchier Partners and trained and qualified as a Chartered Accountant with PricewaterhouseCoopers.
Simon’s enthusiasm easily trumps his ability in the games of golf and tennis. When not contemplating why he is so bad at these games he can usually be found pottering in the garden.
Queen Mary University of London, BSc
Prior to joining Hosking Partners, Pauline worked at Marathon Asset Management for 12 years, working in the performance department and later joined the Client team providing client service support.
Pauline is a keen gardener and cook, and most of all enjoys eating and spending time with her family and friends.
University of Southampton, BA
Gemma trained and qualified as a Chartered Accountant in 2009. Prior to Hosking Partners, Gemma worked in practice for Lindeyer Francis Ferguson Ltd, providing accounting, taxation and regulatory support services to a range of clients in the Finance sector.
When Gemma is not running around soft play, or visiting the local farm with her partner and two young children, she likes to enjoy a rare quiet moment with a history podcast and glass of white wine.
Heriot-Watt University, BSc
Prior to joining Hosking Partners, Megan was the Head of Fund Operations at Highclere International Investors. She spent seven years there in a broad role covering trading operations, fund accounting and client service support. She has also provided operational consultation services to Cape Ann Asset Management.
Megan graduated from Heriot-Watt University in Edinburgh with a BSC in Chemistry, during which time she discovered her love of Excel Spreadsheets and VBA.
Megan is a Liveryman of the Worshipful Company of Plaisterers and the Chairman of the Young Livery Group. She loves sport and competing, most notably placing second for pulling a London Bus. She is a certified Dive Master and spends her spare time heading north – either to Scotland or the Yorkshire Dales with her husband, son and Corgi.
University of Manchester, BA
Will joined Hosking Partners in 2019, having previously worked in a small compliance team at a credit hedge fund manager (Chenavari Credit Partners) for 3 years, and with prior experience at a private equity firm and brokerage houses in the City of London.
Will graduated from the University of Manchester with a degree in Modern Languages (French and Spanish), and has spent time working in both Colombia and China.
Will can be found outdoors walking his Cocker Spaniel on the North Downs in Kent, scuba diving in tropical waters or restoring go-karts for track days with the in-laws.
University of Newcastle upon Tyne, BA
Sam joined Hosking Partners in 2016 having worked in the Client team at Marathon Asset Management for 11 years. Sam is responsible for the firm’s Southern African client relationships, whilst also assisting James with Hosking Partners’ Australian and US clients.
Sam’s time is currently dominated by his young twins having temporarily waved goodbye to idle weekends spent playing cricket and golf.