Podcast
10 Aug 2026
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…
Quarterly Report
21 Jul 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…
Podcast
21 Jul 2026
Value Investing with Legends Podcast
The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Hosking Post
2 Jul 2026
‘Normal’ Service Resumes
Michael Godfrey on the end of the zero-rate anomaly - and the comeback of capital cycle investing.
Hosking Post
9 Jun 2026
Super cycle or capital cycle?
Luke Bridgeman on our long-term DRAM position.
Hosking Post
3 Jun 2026
Paint by numbers
An update on M&A activity across the portfolio.
Event
26 May 2026
Ed Conway on ‘The Material World’ – Spring Drinks 2026
The highlights from Django Davidson in conversation with Ed Conway.
Hosking Post
20 May 2026
Syncona
In the crosshairs of Big Pharma.
Active Ownership Report
19 May 2026
Q1 2026 ESG and Active Ownership Report
In a quarter that was dominated by discussions of geopolitics, deglobalisation, energy and defence, we explore how the investment team…
Podcast
6 May 2026
Business Breakdowns Podcast – Altius Minerals
Luke Bridgeman - Altius Minerals: Royalty Check
Policies & Disclosures
30 Apr 2026
UK Stewardship Code – Activities and Outcomes Report 2025/2026 Submission
At Hosking Partners, we consider stewardship, active ownership and engagement with investee companies to be fundamental components of the investment…
Policies & Disclosures
30 Apr 2026
UK Stewardship Code – Policy and Context Disclosure 2025/2026 Submission
At Hosking Partners, we consider stewardship, active ownership and engagement with investee companies to be fundamental components of the investment…
Event
23 Apr 2026
Asian Investing Summit – MOI Global
Omar Malik presenting on Hikari Tsushin
Quarterly Report
20 Apr 2026
Q1 2026 Quarterly Report Commentary
Luke Bridgeman updates on portfolio performance and outlook.
Q&A
16 Apr 2026
First Impressions: Q&A with Michael Godfrey
In conversation with our fifth multi-counsellor.
Policies & Disclosures
1 Apr 2026
TCFD Report: Entity-Level
Download our entity-level TCFD report for 2025/26.
Policies & Disclosures
1 Apr 2026
TCFD Report: Product-Level
Download our product-level TCFD report for 2025/26.
Podcast
27 Mar 2026
Money of Mine
How Capital Cycles Create 100 Baggers In Plain Sight
Hosking Post
17 Mar 2026
Babcock International – March 2026
The next line of defence
Hosking Post
12 Mar 2026
The saga of Saga Plc
The importance of doing things properly.
Hosking Post
3 Mar 2026
Star Mica. Finding value in occupied assets.
Omar Malik on a new hidden gem.
Active Ownership Report
26 Feb 2026
Q4 2025 – ESG and Active Ownership Report
We explore a long-held company that may be overlooked as an obvious ESG leader within its industry, consider the impact…
Podcast
26 Feb 2026
In the Company of Mavericks
Supply is Measurable, Demand is Storytelling & Why the World's Capital Out of Whack with Django Davidson.
Insights
26 Jan 2026
The investment case for diversification
Luke Bridgeman tackles common criticisms of diversification.
Quarterly Report
19 Jan 2026
Q4 2025 Quarterly Report Commentary
Jeremy Hosking reflects on a strong year for the portfolio.
Active Ownership Report
18 Nov 2025
Q3 2025 – ESG and Active Ownership Report
Reflections on a busy period of company engagements, travel and content creation.
Quarterly Report
16 Oct 2025
Q3 2025 Quarterly Report Commentary
Django Davidson on performance and outlook.
Hosking Post
3 Oct 2025
PGM update
Django Davidson revisits the capital cycle thesis on PGMs.
Podcast
19 Sep 2025
African Allocator Podcast
Django Davidson in conversation with Chipo Muwowo.
Hosking Post
16 Sep 2025
The AI Paradox: Capital Questions
Django Davidson explores what we see as an investment paradox in the world of AI.
Active Ownership Report
3 Sep 2025
Q2 2025 ESG and Active Ownership Report
Our latest report captures a busy second quarter of company engagements, regulatory reporting and new joiners.
Hosking Post
3 Sep 2025
Meeting the challenges of a changing world
Active engagement with Toyota Industries
Quarterly Report
17 Jul 2025
Q2 2025 Quarterly Report Commentary
A reflection on recent performance.
Hosking Post
17 Jun 2025
Sri Lanka: You Will Come Back for More
Django Davidson discusses the compelling country-level capital cycle yielding investment opportunities in Sri Lanka
Hosking Post
17 Jun 2025
A Tale of Two Neighbours: The Tiger and the Lion
Django Davidson shares a comparison between Sri Lanka and its larger, noisier neighbour.
Event
28 May 2025
The Capital Cycle Way
Portfolio Manager Omar Malik's speech at the Value Investor Conference
