The Capital Cycle: Finding Opportunity Where Others Aren't Looking
Portfolio Manager, Django Davidson, joined hosts Tano Santos and Michael Mauboussin on the latest episode of Value Investing with Legends podcast.
During the episode he discussed his own journey into investing, the origins of the capital cycle framework and many of the current investment trends influencing the market today along with many real-world investment case studies.
Apple Podcasts: Django Davidson – The Capital Cycle: Finding Opportunity Where Others Aren’t Looking
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
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
Michael Godfrey on the end of the zero-rate anomaly - and the comeback of capital cycle investing.
5 min read