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Jeremy Hosking

Jeremy Hosking

Founder, Portfolio Manager

With the Hosking Partners global portfolio having benefited from the recent change in market leadership towards more value-orientated stocks, the question we are most frequently asked is “how long is the value rotation runway?”. In this Hosking Post, Jeremy Hosking discusses the reasons why he believes there remains a long way still to go, including, paradoxically, the role that ESG may be playing in lengthening the runway.

Hosking Podcast

6 May 2021

Why the current value rotation will enjoy a long runway

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