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Hosking PartnersESG report1 Feb 2023Source: hoskingpartners.com

Q4 2022 – ESG and Active Ownership Report

Hosking Partners is a London boutique founded in 2013 by Jeremy Hosking, a portfolio manager at Marathon Asset Management for over 25 years. It runs a single global equity strategy built on the capital-cycle, supply-side approach — contrarian, long-term, and unusually diversified (350+ holdings) under a multi-counsellor model, managing around $5.5bn.

Jeremy Hosking · 2013 · 伦敦Capital cycle / contrarian

In plain words

This report says that after a year of shocks, old market beliefs like quantitative easing, passive investing, and ESG policies are being re-evaluated. The fund sees this as an opportunity for patient, value-focused investors. They avoid getting stuck in details, step back to see the big picture, and honestly admit 'I don't know' to many questions. No specific stocks are mentioned, but the tone is cautiously optimistic, suggesting markets are returning to reason.

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At a Glance

Market Orthodoxy Under Review, Patient Value Investors See Opportunity

The author believes that over the past year, the market has experienced the consequences of multiple shocks and financial adventures. As old orthodoxies are reassessed, patient, value-oriented investors are facing opportunities.

  • Performance vs. Market: This chapter does not provide specific performance data but focuses on reflections on the macro environment and investment philosophy.
  • Market/Macro Judgment: Stance [Optimistic/Cautiously Optimistic]. The author notes that market participants are grappling with the consequences of a series of financial adventures: quantitative easing (QE), a symbolic shift in passive investing, and the rapid integration of ESG policies with simplified exclusionary focus. The author argues that these "orthodoxies" are being reassessed, thereby creating opportunities for patient, value-oriented investors.
  • Investment Methodology: The author emphasizes that Hosking Partners identifies opportunities not by "getting stuck in the weeds" but by "stepping back and looking at the big picture." They value open, honest, and thoughtful debate, acknowledging that complex problems rarely yield simple binary answers. The author's original quote: "The honest response to most questions is often, 'I don't know.'"
  • Forward-Looking and Risk Notes: This chapter does not directly flag risks, but it implies that the market is still digesting the supply chain impact of the Ukraine war, the lingering effects of the COVID-19 pandemic, and the uncertainty stemming from the consequences of financial adventures.
~2 min full read
Deep Analysis