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Hosking PartnersReport10 Aug 2026Source: hoskingpartners.comAuthor: Luke Bridgeman

Merryn Talks Money - The Capital Cycle Is Turning

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

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This document constitutes the regulatory and legal disclosure statement of Hosking Partners LLP. The firm is registered in England and Wales under registration number OC382151, with VAT number 167151705, and its registered address is 11 Charles II Street, London. Hosking Partners is regulated by the