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.

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.