Active Ownership Reports
A series of podcasts by the Hosking Partners investment team.
Sep 21, 2022
“Events don’t change trends, rather they accelerate them”: Reflections on ‘The New World Order’ four months on – Django Davidson & Chris Beaven
Django Davidson & Chris Beaven discuss reflections on April’s Hosking Post: ‘The New World Order,’ the evolution of subsequent market trends, and implications for the Hosking Partners Global Portfolio.
Jun 23, 2022
Behind The Balance Sheet – Jeremy Hosking
Jeremy Hosking was invited to speak on the ‘Behind the Balance Sheet’ podcast with Russell Napier. In this interview they discuss the coming age of financial repression and why the capital cycle theory will be so important for investors in this new era.
May 6, 2021
Why the current value rotation will enjoy a long runway – Jeremy Hosking
With the Hosking Partners global portfolio having benefited from the recent change in market leadership towards more value-orientated stocks, the question we are most frequently asked is “how long is the value rotation runway?”. In this Hosking Post, Jeremy Hosking discusses the reasons why he believes there remains a long way still to go, including, paradoxically, the role that ESG may be playing in lengthening the runway.
Nov 6, 2020
Evaluating concentrated vs. diversified managers – Luke Bridgeman chats to eVestment
In this podcast, Luke Bridgeman discusses the Hosking Partners contrarian investment approach and our diversified portfolio with eVestment, an international manager research platform.
Oct 27, 2020
Is the high valuation of Apple justified – Jeremy Hosking
Welcome to the inaugural Hosking Podcast. In this Hosking podcast, we bring you an extract of a conversation in which Jeremy Hosking discusses the stock market darling Apple and the challenges it faces in justifying its high valuations.