Quarterly Report

Insights on markets and investment opportunities, through the lens of the capital cycle.

All Active Ownership Report Event Hosking Post Podcast Policies & Disclosures Q&A Quarterly Report Talk Video

Quarterly Report 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…

· Firm Read →

Quarterly Report 2026

Q1 2026 Quarterly Report Commentary

Luke Bridgeman updates on portfolio performance and outlook.

· Firm Read →

Quarterly Report 2026

Q4 2025 Quarterly Report Commentary

Jeremy Hosking reflects on a strong year for the portfolio.

· Firm Read →

Quarterly Report 2025

Q3 2025 Quarterly Report Commentary

Django Davidson on performance and outlook.

· Firm Read →

Quarterly Report 2025

Q2 2025 Quarterly Report Commentary

A reflection on recent performance.

· Firm Read →

Quarterly Report 2025

Q1 2025 Quarterly Report Commentary

A look at performance in the first months of 2025.

· Firm Read →