Luke Bridgeman
Luke was previously senior analyst and head of special situations at Marathon Asset Management, where he worked as a member of the global equity team for three years.
Previously Luke set up and ran private equity firm Dawnay Day Principal Finance before moving to Grove International Partners. Luke spent the first eight years of his career at Morgan Grenfell, mostly in Morgan Grenfell Private Equity.
He has featured on the Merryn Talks Money podcast and has joined the Business Breakdowns podcast multiple times to discuss our portfolio holdings.
Super cycle or capital cycle?
Luke Bridgeman on our long-term DRAM position.
9 min read
The investment case for diversification
Luke Bridgeman tackles common criticisms of diversification.
7 min read
Business Breakdowns Podcast – Altius Minerals
Luke Bridgeman - Altius Minerals: Royalty Check
1 min read
Reflections from Mexico and Argentina
Luke Bridgeman reflects on his recent trip to Mexico and Argentina.
1 min read
Business Breakdowns Podcast
Luke Bridgeman - 3i: Capital in Action.
1 min read
Strong back, soft front, wild heart
Luke Bridgeman on why our diversified, capital-cycle portfolio is well-suited to a world of energy shocks, inflation, and geopolitical uncertainty.
13 min read
Fit for Purpose
“Aw, baby, how you doing? You know I’m gonna cut right to the chase, huh? Some women were made But me, myself? I like to think that I was created For a special purpose You know?” Beyoncé, Ego (2008) The recent publication of the report of the Chilcot Inquiry into the invasion of […]
11 min read
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 shipping.
1 min read
Q3 2022 – ESG and Active Ownership Report
At Hosking Partners, we take an integrated approach to the incorporation of ESG considerations into our investment process. Roman Cassini, Head of ESG, works closely with the investment team to ensure awareness and analysis of all topics which fall under the broader heading of sustainability. This helps ensure that the relevant impact of these issues, […]
2 min read
Taking Time
The longer you can wait, the better. Time will tell…
15 min read
Tandem
At Length, or How Long is the Cycle?
13 min read
What shall we do with the drunken sailor?
An exploration of the shipping industry
11 min read