The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners
Sep 19, 2025
25:12
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Django Davidson is a founding partner at Hosking Partners, a London-based investment manager running a global equity strategy with a capital cycle approach. In this conversation, Django explains what the capital cycle approach to investing actually is, why he's bullish about platinum group metals (PGMs), and what true contrarianism means to him. Enjoy!
Learn more about Django Davidson | Hosking Partners
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