The Marque The Marque

Luke Bridgeman

Senior Partner & Portfolio Manager

Hosking Partners

London, UK


Luke Bridgeman
Victor Brick
Ohana Growth Partners
Maria Brisbane
Private Wealth Advisor

Luke Bridgeman’s Biography

Luke Bridgeman is Senior Partner and Portfolio Manager at Hosking Partners, a global, long-only equity investment manager that pursues a long-term, contrarian Capital Cycle approach to investing.

Prior to joining Hosking Partners, Luke was a member of the global team at Marathon Asset Management, the London-based long-only equities fund manager.

In 2008, Luke was a Partner at Grove International Partners, the real estate private equity firm that span out of Soros Fund Management, concentrating on real estate investments and asset management.

Earlier in his career, Luke founded and led Dawnay Day Principal Finance, a private equity investor with a focus on asset-backed operating businesses.

From 1994 to 2002. Luke held various positions at Morgan Grenfell and Morgan Grenfell Private Equity, initially engaged on project finance advisory in the former Soviet Union, then on European buyouts.

In addition to his professional accomplishments, Luke has a first-class degree in Classics and Modern Languages from Oxford University.
Luke Bridgeman is Senior Partner and Portfolio Manager at Hosking Partners, a global, long-only equity investment manager that pursues a long-term, contrarian Capital Cycle approach to investing.

Prior to joining Hosking Partners, Luke was a member of the global team at Marathon Asset Management, the London-based long-only equities fund manager.

In 2008, Luke was a Partner at Grove International Partners, the real estate private equity firm that span out of Soros Fund Management, concentrating on real estate investments and asset management.

Earlier in his career, Luke founded and led Dawnay Day Principal Finance, a private equity investor with a focus on asset-backed operating businesses.

From 1994 to 2002. Luke held various positions at Morgan Grenfell and Morgan Grenfell Private Equity, initially engaged on project finance advisory in the former Soviet Union, then on European buyouts.

In addition to his professional accomplishments, Luke has a first-class degree in Classics and Modern Languages from Oxford University.

Luke Bridgeman’s Newsfeed

Luke Bridgeman’s Background

Hosking Partners
Senior Partner & Portfolio Manager
Feb 2014 - Present
London, UK
Hosking Partners is an independent asset management firm located in London that specialises in global equity investments. The firm manages a long-term global equity strategy powered by capital cycle analysis.
 
Marathon Asset Management
Head of Special Situations
Nov 2009 - Dec 2012
London, UK
Marathon Asset Management is a successful investment management company located in London, specialising in global equity strategies. It has established a reputation as one of the most respected institutional investment firms in the industry.
 
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Current Board Positions

Hosking Partners
Board Member | Management Committee
Feb 2014 - Present
London, UK
 

Media

Merryn Talks Money Podcast | The Capital Cycle is Turning
Podcast
Aug 2026
London, UK
Merryn Somerset Webb speaks with Hosking Partners’ Luke Bridgeman about capital-cycle investing, examining how shifts in supply can uncover opportunities across Japan, energy, semiconductors and shipping.
 
Business Breakdowns | Altius Minerals: Royalty Check
Podcast
Apr 2026
London, UK
Luke breaks down Altius Minerals’ distinctive royalty model, exploring how countercyclical capital allocation, commodity diversification and expansion into renewables have shaped the Canadian company’s growth.
 
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Thought Leadership

Hosking Partners
Article | Super cycle or capital cycle?
Jun 2026
Luke examines whether the AI-driven memory boom is a lasting super-cycle or a familiar capital cycle, using Micron to show how supply discipline and industry structure can shape long-term investment returns.
 
Hosking Partners
Author | Taking Time
Sep 2023
London, UK
Luke Bridgeman authored this article, which discusses the importance of waiting and taking your time as an investor.
 
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Luke Bridgeman’s Education

University of Oxford
M.A. | Russian & Latin
1990 - 1994