In the Company of Mavericks
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.
In plain words
This report is actually a legal disclaimer, not investment advice. It says the material is only for qualified professional investors in places like the UK, US, and Australia. There are no stock picks or fund recommendations here—just a reminder that investing carries risk and values can fluctuate. If you're not a professional investor, you can skip it.
Hosking Partners LLP is a limited partnership investment management firm registered in the United Kingdom, regulated by the UK Financial Conduct Authority (FCA), and also registered with the US Securities and Exchange Commission (SEC) as an Investment Adviser. It is authorized as a Financial Service
Theme and Background
This chapter constitutes the regulatory and legal disclaimer of Hosking Partners LLP and does not address market conditions, industry background, or any investment analysis. The report is intended solely to clarify the firm’s registered status, regulatory compliance, and the eligibility restrictions for its recipients.
Core Views
No investment views are expressed. The core intent of this chapter is to inform users that the report is accessible only to qualified professional investors in regulated jurisdictions (e.g., Professional Clients in the UK, accredited investors / qualified purchasers in the US, wholesale clients in Australia, etc.), and that investments carry the risk of value fluctuation.
Key Arguments and Data
None. The full text contains no investment data, growth rates, valuations, or historical comparisons.
Companies / Assets Involved
- Hosking Partners LLP: The sole entity mentioned, serving as the investment management firm, with no bullish or bearish judgment involved.
Investment Takeaways
None. This chapter is legal compliance text and provides no guidance on specific asset allocation or industry direction.