Django Davidson in conversation with James Williams.
In this episode, Hosking Partners Partner and Portfolio Manager Django Davidson, joins James Williams on the Clockwork CIO podcast where they explore the multifaceted nature of leadership in global finance
The discussion spans Django’s induction into the Capital Cycle philosophy, why the Capital Cycle is a natural fit for contrarian thinking and the importance of ‘agreeableness’.
Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and shipping.
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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 […]
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The Capital Cycle: Finding Opportunity Where Others Aren't Looking
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