In this episode, Portfolio Manager Django Davidson speaks to Chipo Muwowo, host of the African Allocator Podcast. In this conversation, Django explains the capital cycle approach to investing, why he’s bullish about platinum group metals (PGMs), and what true contrarianism means to him.
African Allocator Podcast
Django Davidson in conversation with Chipo Muwowo.
Merryn Talks Money – The Capital Cycle Is Turning
Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and shipping.
1 min read
Q2 2026 – Quarterly Report Commentary
The Hosking Partners strategy delivered another strong period of absolute returns, adding 11.7% (net) in the second quarter and taking year-to-date returns to 15.3% (net). After materially outperforming the MSCI ACWI benchmark in the first quarter, the strategy’s double digit returns in the second quarter trailed the benchmark as a near-term return to animal spirits […]
8 min read
Value Investing with Legends Podcast
The Capital Cycle: Finding Opportunity Where Others Aren't Looking
1 min read