Portfolio Manager
Michael Godfrey
Michael joined Hosking Partners as a global generalist portfolio manager in 2026, bringing the shared investment DNA of a genuine capital cycle investor.
Michael spent nine years at Marathon Asset Management as a global emerging markets fund manager, joining in 2012 shortly after Jeremy and the global team left to establish Hosking Partners.
He subsequently spent time at Lansdowne Partners and Genesis Investment Management as an emerging markets portfolio manager. He began his career as a global equity investor at M&G Investments.
Michael spent nine years at Marathon Asset Management as a global emerging markets fund manager, joining in 2012 shortly after Jeremy and the global team left to establish Hosking Partners.
He subsequently spent time at Lansdowne Partners and Genesis Investment Management as an emerging markets portfolio manager. He began his career as a global equity investor at M&G Investments.
Selected Perspectives
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First Impressions: Q&A with Michael Godfrey
In conversation with our fifth multi-counsellor.
10 min read
Paint by numbers
An update on M&A activity across the portfolio.
6 min read
‘Normal’ Service Resumes
Michael Godfrey on the end of the zero-rate anomaly - and the comeback of capital cycle investing.
5 min read