Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and shipping.
Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and shipping.
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Bloomberg: Merryn Talks Money – The Capital Cycle Is Turning
The Hosking Partners strategy delivered another strong period of absolute returns, adding 11.7% (net) in the second quarter and taking year-to-date returns to 15.3% (net). After materially outperforming the MSCI ACWI benchmark in the first quarter, the strategy’s double digit returns in the second quarter trailed the benchmark as a near-term return to animal spirits […]
8 min read
The Capital Cycle: Finding Opportunity Where Others Aren't Looking
1 min read
Michael Godfrey on the end of the zero-rate anomaly - and the comeback of capital cycle investing.
5 min read