Jeremy Hosking

Nesna is an active, long-term investor which integrates sustainability to their investment decision-making process. Their investment objective for client portfolios is to exceed the performance of a defined benchmark, typically a representative index of the countries where it invests. The firm’s investment philosophy guides a focused team of individually accountable portfolio managers who apply the capital cycle approach to seek investment opportunities across the market. Given the contrarian and long-term nature of the capital cycle, the philosophy often results in portfolios that differ from the benchmark, and average holding periods of five years or more for the securities in the portfolio. Nesna employs a bottom-up approach to select stock, evaluating sectors and companies, complemented by country. Their portfolios are very well diversified in terms of geography, sector and most importantly, individual stock risk.

Acts as Open-End Investment Fund/Unit Trust

Engages in operating charter trains

Hosking Partners’ investment team are pioneers of the capital cycle approach to investing, a supply-side discipline. The single global equity strategy is avowedly contrarian, creative and long-term.

Operates rail tours using heritage steam and diesel locomotives

Provides investment advice

Operates as a charity trust to provide locomotive education to general public

Provides rail transport and food catering services

Functions as an investment holding company