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Hosking PartnersESG report1 Jul 2022Source: hoskingpartners.com

Q2 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 explores how the global energy transition and geopolitics, especially Russia, can interact to create unexpected events. The author takes a neutral market view without favoring any specific direction. No specific holdings or tickers are mentioned; instead, the focus is on engaging with companies about the energy transition amid volatile commodity markets.

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At a Glance

The author argues that the global energy transition is intertwined with geopolitics, with low-probability events often emerging from long-term trends, maintaining a 【Neutral】 stance.

  • The report uses the Russia issue as a case study to analyze how geopolitics and the energy transition interact and give rise to low-probability events.
  • With increased proxy voting activity this quarter, the report adopts a more thematic approach to discussing voting issues.
  • The author continues to engage with companies on the energy transition, with a particular focus on approaches to the energy transition amid commodity market volatility.
  • The report serves as the introduction to Hosking Partners' quarterly ESG report and does not provide specific investment advice or position changes.
~3 min full read · 4 sections
Deep Analysis

Energy Transition and Geopolitics Intertwined: Low-Probability Events Emerge from Long-Term Trends

The article opens by clearly stating its core thesis: the global energy transition and Russian geopolitics are intertwined, with low-probability events often emerging from long-term trends. The author describes this as an "intriguing and multifaceted story of geological fortune, conflicting interests, and geopolitical gambits." By studying the Russia issue, one can better understand how low-probability events emerge from long-term trends. Data source: The report is the Q2 2022 ESG and Active Ownership report, focusing on Russia's energy transition and geopolitics.

Proxy Season and Company Engagement: Thematic Analysis and Energy Transition Focus

Voting activity increased this quarter, with the report adopting a more thematic approach to discussing voting issues and continuing to engage with companies on the energy transition. The author notes, "This quarter has seen the usual uptick in voting activity as we moved through proxy season." The report shifts from the previous practice of citing individual companies to a more thematic method, with the author stating, "this change allows a broader and more interesting discussion of the issues we have encountered." Additionally, the author actively engages with companies on a range of issues, with a particular focus on "approaches to the energy transition in light of the volatility that has affected commodity markets over past months."

Investment Implications

The article serves as the introduction to Hosking Partners' quarterly ESG report and does not provide specific investment advice or position changes. Its core value lies in presenting an analytical framework: combining geopolitics (Russia) with long-term trends (energy transition), and emphasizing the impact of corporate culture (the S factor) on stock performance. Readers should note that this is the fund's own perspective, and its analytical viewpoint inherently carries the stance of a position holder.


Position Moves

(None)