← Back to list
Hosking PartnersESG report16 May 2024Source: hoskingpartners.com

Q1 2024 – 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 explains how Hosking Partners finds investment opportunities through an ESG lens. They argue that shipping, often seen as a tough sector, is vital to the global economy and offers value if you focus on supply and ESG. They also highlight their holding Tiny, praising its aligned incentives. Key mentions: shipping (seen as opportunity, not risk) and Tiny (favored for incentive alignment).

AI SummaryAI-generated · may contain errors · verify against the original

At a Glance Although most investors view the shipping industry as a "hard-to-hold" sector, Hosking Partners argues that it is a critical link in the global economy. The core thesis of the article: adopting a supply-side focused strategy combined with a holistic ESG perspective can uncover opportunit

~2 min full read · 3 sections
Deep Analysis

Shipping Industry: Opportunities Through Supply-Focused Strategy and Holistic ESG Perspective

The report notes that while most investors view the shipping industry as a "difficult to own" sector, the institution argues it is a critical link in the global economy. The author's original statement, "Considered 'difficult to own' by many investors, the shipping industry represents a critical part of the global economy," underscores the core thesis: adopting a supply-focused strategy combined with a holistic ESG perspective can uncover opportunities where the market sees challenges. Key evidence is not provided with specific data, but the argument points to the overarching investment theme in the shipping industry.

Alignment of Incentives Supports the Investment Case for Portfolio Holding Tiny

Portfolio Manager Omar Malik discusses how alignment of incentives supports the investment case for portfolio holding Tiny. The report mentions that recently promoted Hosking Partners portfolio manager Omar Malik elaborates in his analysis on how incentive alignment builds the investment logic for the portfolio holding Tiny. The institution judges that this alignment is a key factor underpinning the investment case, though no specific data or details are provided.

Investment Implications

The report does not offer clear, actionable investment advice but focuses on thematic discussion. Institutional perspective bias: The author uses the shipping industry and the Tiny case to justify portfolio holdings. Readers should note that this is a holder's perspective and lacks supporting data.