Hosking Partners LLP

Jeremy Hosking is the founder and portfolio manager, leading investment strategy. Jeroen van der Put serves as Chief Investment Officer, overseeing research and portfolio construction. The firm's investment team is small, enabling direct involvement from senior managers in stock selection.

Hosking Partners relies on bottom-up fundamental research, screening global small and mid-cap equities for undervalued companies. The team builds proprietary relationships with company management and industry contacts. The firm does not operate a venture or deal-sourcing engine; its flow comes from public market research.

Hosking Partners is structured as an asset manager, specifically a limited liability partnership based in London. It manages capital for institutional investors, pensions, and family offices. It is not a single family office, though Jeremy Hosking's personal wealth is tied to the firm.

Hosking Partners targets public equity markets, focusing on small and mid-cap companies in developed and emerging markets. The firm does not engage in venture capital or private equity. Its investment horizon is typically multi-year, with a contrarian value approach.

The firm tends to avoid highly speculative or growth-at-any-price sectors such as early-stage biotech or pre-revenue technology. Hosking Partners focuses on traditional value sectors like industrials, materials, and financials, though sector exclusions are not publicly listed.

Jeremy Hosking accumulated his wealth through his co-founding of Marathon Asset Management in 1986. Marathon grew to manage over $50B in global equities before he left in 2011. He also founded the Hosking Foundation, a philanthropic vehicle focused on UK community projects.