The Value Perspective

The Value Perspective with Django Davidson

Jul 22, 2024
Django Davidson, a portfolio manager and founding partner at Hosking Partners with a unique geography background from Oxford, shares his fascinating journey from banking to value investing. He delves into the Capital Cycle framework, explaining how it counters human biases in decision-making. Django contrasts active and passive investing strategies, emphasizing the need for long-term perspectives, especially in the tech sector. He also highlights the impact of market cycles and the importance of aligning client's goals with asset longevity to optimize investments.
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