Please click the link below to download our entity-level TCFD report for 2025/26.
TCFD Report: Entity-Level
Download our entity-level TCFD report for 2025/26.
Search Engine to Steam Engine
“Turn and face the strange” – David Bowie, Changes There is a predictable pattern that has recurred throughout time across otherwise unrelated industries – value chains fracture, and the process of capital allocation becomes more specialised. At the risk of generalising, this tends to be led by the company, or companies, that hold the strongest […]
9 min read
Q3 2026 – Quarterly Report Commentary
The Hosking Partners strategy rose +3.5% net in the third quarter, taking year-to-date (YTD) net returns to +19.3%, outperforming the MSCI ACWI Index by 1.9% in the quarter and +6.3% YTD. In 2026, the strategy has now outperformed the benchmark over the trailing 1, 3, 5, and 10-year periods, in the face of ever narrower, […]
9 min read
How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing
Django Davidson joins Wilfred Frost on The Master Investor Podcast. They discuss the principles of capital cycle investing, how shifts in industry dynamics can create investment opportunities, and why understanding incentives and capital allocation remains central to long-term investing. Please click on the video above or the button below which will take you directly […]
1 min read