Mark Holowesko is the founding Partner and Chief Executive Officer of Holowesko Partners Ltd. Mark launched the firm in the fall of 2000, under the name of Templeton Capital Advisors, to serve the needs of institutional and high-net-worth investors. Subsequently renamed Holowesko Partners Ltd., HPL now stands as a premier global equity firm. Mark’s investment career began in 1985 when he joined Templeton Global Advisors as a research analyst. By 1987, he had assumed management of all portfolios previously managed by Sir John Templeton, including the Templeton Growth Fund and the Templeton Foreign Fund. In 1989, Mark was appointed Director of Research of the Templeton Global Equity Funds, and in 1996 assumed the role of Chief Investment Officer. Mark served as a member of the Executive Committee of Templeton, Galbraith & Hansberger from 1987 to 1992 and the Executive Committee of Franklin Resources from 1992 to 2000. Mark was Director, President and Head of Investments of Templeton Global Advisors Ltd. from 1992 to 2000. Currently, Mark is a Director of the Franklin Templeton SICAV Investment Funds, a position held for over 20 years and is the former Chairman of the Investment Committee of First Trust Bank, an offshore entity responsible for managing the assets of two of Sir John Templeton’s Foundations. Mark was also a consultant to the former Prime Minister of The Bahamas,serving on economic and advisory committees and assisting with negotiations with European and multi-national organizations impacting domestic financial institutions. For his service to business and his country, Mark was given the honor of Companion of the Most Distinguished Order of St. Michael and St. George by Her Majesty Queen Elizabeth II. Mark received a Bachelor of Arts degree from The College of the Holy Cross, where he previously served as a Trustee and a member of the College’s Investment Committee, and a Masters in Business Administration from Babson University. He is a CFA charterholder. An avid cyclist, sailor, and accomplished athlete, Mark represented The Bahamas in numerous international sailing events including the 1996 Summer Olympics in Atlanta, Georgia and was the World Champion in the 5.5 Metre sailing class.
no
590468
00:00
start listening
Episode 402
Mark Holowesko
A Turning Point for Value Investing | Mark Holowesko
Mark Holowesko is the founding Partner and Chief Executive Officer of Holowesko Partners Ltd. Mark launched the firm in the fall of 2000, under the name of Templeton Capital Advisors, to serve the needs of institutional and high-net-worth investors. Subsequently renamed Holowesko Partners Ltd., HPL now stands as a premier global equity firm. Mark’s investment career began in 1985 when he joined Templeton Global Advisors as a research analyst. By 1987, he had assumed management of all portfolios previously managed by Sir John Templeton, including the Templeton Growth Fund and the Templeton Foreign Fund. In 1989, Mark was appointed Director of Research of the Templeton Global Equity Funds, and in 1996 assumed the role of Chief Investment Officer. Mark served as a member of the Executive Committee of Templeton, Galbraith & Hansberger from 1987 to 1992 and the Executive Committee of Franklin Resources from 1992 to 2000. Mark was Director, President and Head of Investments of Templeton Global Advisors Ltd. from 1992 to 2000. Currently, Mark is a Director of the Franklin Templeton SICAV Investment Funds, a position held for over 20 years and is the former Chairman of the Investment Committee of First Trust Bank, an offshore entity responsible for managing the assets of two of Sir John Templeton’s Foundations. Mark was also a consultant to the former Prime Minister of The Bahamas,serving on economic and advisory committees and assisting with negotiations with European and multi-national organizations impacting domestic financial institutions. For his service to business and his country, Mark was given the honor of Companion of the Most Distinguished Order of St. Michael and St. George by Her Majesty Queen Elizabeth II. Mark received a Bachelor of Arts degree from The College of the Holy Cross, where he previously served as a Trustee and a member of the College’s Investment Committee, and a Masters in Business Administration from Babson University. He is a CFA charterholder. An avid cyclist, sailor, and accomplished athlete, Mark represented The Bahamas in numerous international sailing events including the 1996 Summer Olympics in Atlanta, Georgia and was the World Champion in the 5.5 Metre sailing class.
In Episode 402 of Hidden Forces, Demetri Kofinas speaks with Mark Holowesko, the founding Partner and Chief Executive Officer of Holowesko Partners—a Bahamian-based, value-oriented investment firm that allocates capital across a wide range of industries, geographies, and market capitalizations.
This episode is part of a series in which Demetri interviews value investors, motivated by his concerns about how the global economy’s direction and the ongoing geostrategic competition between the U.S. and China will impact asset markets in the coming years.
In the first hour, Holowesko and Kofinas discuss:
Mark’s macro framework and approach to value investing
His concerns about government debt and its implications for interest rates and inflation
Trends in global liquidity
The future direction of the U.S. dollar
Why Holowesko believes that 2022 marked a long-term turning point for value investing—with enormous implications for investors
In the second hour, Mark and Demetri explore some of the most promising investment opportunities outside the United States—particularly in the UK and Japan—as well as how to assess similar opportunities in China, whether the country is investible, and the risks investors face when deploying capital in Chinese companies and the broader Chinese market. They also delve deeper into Mark’s investment process, his views on the role of gold in one’s portfolio, opportunities in the U.S. energy sector, and much more.
Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe.
If you’d like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe.
If you enjoyed today’s episode of Hidden Forces, please support the show by:
Mark Holowesko is the founding Partner and Chief Executive Officer of Holowesko Partners Ltd. Mark launched the firm in the fall of 2000, under the name of Templeton Capital Advisors, to serve the needs of institutional and high-net-worth investors. Subsequently renamed Holowesko Partners Ltd., HPL now stands as a premier global equity firm. Mark’s investment career began in 1985 when he joined Templeton Global Advisors as a research analyst. By 1987, he had assumed management of all portfolios previously managed by Sir John Templeton, including the Templeton Growth Fund and the Templeton Foreign Fund. In 1989, Mark was appointed Director of Research of the Templeton Global Equity Funds, and in 1996 assumed the role of Chief Investment Officer. Mark served as a member of the Executive Committee of Templeton, Galbraith & Hansberger from 1987 to 1992 and the Executive Committee of Franklin Resources from 1992 to 2000. Mark was Director, President and Head of Investments of Templeton Global Advisors Ltd. from 1992 to 2000. Currently, Mark is a Director of the Franklin Templeton SICAV Investment Funds, a position held for over 20 years and is the former Chairman of the Investment Committee of First Trust Bank, an offshore entity responsible for managing the assets of two of Sir John Templeton’s Foundations. Mark was also a consultant to the former Prime Minister of The Bahamas,serving on economic and advisory committees and assisting with negotiations with European and multi-national organizations impacting domestic financial institutions. For his service to business and his country, Mark was given the honor of Companion of the Most Distinguished Order of St. Michael and St. George by Her Majesty Queen Elizabeth II. Mark received a Bachelor of Arts degree from The College of the Holy Cross, where he previously served as a Trustee and a member of the College’s Investment Committee, and a Masters in Business Administration from Babson University. He is a CFA charterholder. An avid cyclist, sailor, and accomplished athlete, Mark represented The Bahamas in numerous international sailing events including the 1996 Summer Olympics in Atlanta, Georgia and was the World Champion in the 5.5 Metre sailing class.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
