Portfolio Manager Omar Malik on the opportunity in Japan.
In this video, Hosking Partners Portfolio Manager Omar Malik discusses why we believe Japan is one of the most compelling opportunities globally.
The discussion spans our history of investing in the region, how we have developed our view on the ground through multiple visits to Japan in the last several years, and where we see the most compelling upside.
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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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 […]
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