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Portfolio Manager

Django Davidson

University of Oxford, BA
Django Davidson is a Portfolio Manager and Partner, joining at the inception of Hosking Partners. Django spent his first three years working alongside Jeremy in Dublin before moving to London.

Prior to joining Hosking Partners, Django was a Partner at Algebris Investments LLP, one of the three funds backed by the Children’s Investment Fund (TCI). He began his career at Deutsche Bank, where he served as Director in the bank equity research team.

A regular on the conference and podcast circuit, Django has presented at the London and New York Value Investor Conferences on multiple occasions and has spoken at the Ivey European Value Investing Conference, the Capstone Student Investment Conference and Value Spain.

Django has featured as a guest on a number of podcasts, including Value Investing with Legends, Money of Mine and as a repeat contributor to Schroder’s Value Perspective Podcast. He has been featured in a variety of major investment publications, including the Financial Times, Investment Week, and Value Investor Insight.
Django Davidson
Selected Perspectives View all
Hosking Post 3 Oct 2025

PGM update

Django Davidson revisits the capital cycle thesis on PGMs.

1 min read
Podcast 27 Mar 2026

Money of Mine

How Capital Cycles Create 100 Baggers In Plain Sight

1 min read
Podcast 26 Feb 2026

In the Company of Mavericks

Supply is Measurable, Demand is Storytelling & Why the World's Capital Out of Whack with Django Davidson.

1 min read
Podcast 17 Jan 2025

The Clockwork CIO

Django Davidson in conversation with James Williams.

1 min read
Hosking Post 1 Nov 2017

The Death of the Brand

Django Davidson explores the impact of the digital revolution on 'Big Brand Inc'

22 min read
Podcast 24 Jul 2024

The Value Perspective Podcast

In this episode, Juan and Andrew chat with Django about his journey and the history behind Hosking Partners, the power of the capital cycle approach, how the framework addresses human biases and decision making, using the capital cycle mindset for value investing in active versus passive strategies, and finally, market environment considerations over the last […]

1 min read
Podcast 28 Aug 2023

The Material World

Episode 1 of our Capital Cyclists podcast, with author Ed Conway

1 min read