About

Our Investment Approach

We believe fundamental value-based analysis with an emphasis on downside risk mitigation produces favorable long-term risk-adjusted performance.

Investment selection occurs from publicly listed companies across a wide variety of industries, geographies, and market capitalization.

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Value

Mispriced securities are an outcome of different market environments.

Where and how we uncover opportunities evolves and changes in various market circumstances.

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Fundamental

We determine the major issues facing each investment and quantify these mathematically.

We invest without consideration of index and benchmark weightings.

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Alignment

A substantial portion of Firm principals’ net worth invested alongside client capital.

We focus on performance rather than asset gathering.

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Macro

We are macro aware, but not macro driven.

We analyze deeply the industry and regional framework impacting investments.

1980s

1985

Founder Mark Holowesko begins work for Sir John Templeton.

1987

Sir John Templeton turns over management of mutual funds to Mark Holowesko.

1989

Mark Holowesko assumes roll as Director of Research for Templeton.

1990s

1991

Co-Portfolio Manager R. Sean Farrington joins Mark and Sir John at Templeton Global Advisors.

1992

Franklin Resources buys Templeton to expand into global equities.

1992 - 2000

Mark serves as Director, President and Head of Investments of Templeton Global Advisors.

Notes

Mutual Funds managed by Mark win numerous awards and accolades from Lipper, Money Magazine and others.

2000s

2000

Holowesko Partners Ltd. predecessor firm, Templeton Capital Advisors, is established.

Former Treasury Secretary of the United States, The Hon Nicholas F. Brady and the CEO of Franklin Resources, Charles B Johnson join the first Board.

Initial Partners include Mark, Sean, Nicholas Brady, Greg Cleare, and Stephen Holowesko.

2001

Long short global equity strategy launched.

2004

Long only global equity strategy launched.

2006

Short strategy launched.

2010s

2016

Concentrated strategies established.

Our View of Risk

Risk Mitigation

We believe risk is the potential for permanent loss of capital.

We calculate and quantify downside for each position should our thesis prove incorrect.

Buying stocks at a discount to intrinsic value creates a margin of safety.

ESG

We believe sustainable business practices and consideration of environmental, social, and governance (ESG) factors have the potential to influence investment returns.

We strive to integrate ESG factors into our investment process with the objective of providing better risk-adjusted returns.

We derive a proprietary ESG composite score to help track companies against peers and their own history.