This quarter, our lead article focuses on the shipping industry. 

Considered ‘difficult to own' by many investors, the shipping industry represents a critical part of the global economy. Our article explores why our supply-focused approach, combined with a holistic view of ESG, sees opportunity where others see challenge. 

Elsewhere in the report, recently promoted Hosking Partners portfolio manager Omar Malik discusses how the alignment of incentives contributes to the investment case in portfolio holding Tiny. 

The report also contains the usual collection of voting and engagement examples.