The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners

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African Allocator Podcast

Chipo Muwowo

10 episodes

1 month ago

The African Allocator podcast tells the stories of serious investors who are allocating capital across various the African investment landscape today.

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The African Allocator podcast tells the stories of serious investors who are allocating capital across various the African investment landscape today.

Hosted on Acast. See acast.com/privacy for more information.

Investing

Business,

Careers

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The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners

African Allocator Podcast

25 minutes 12 seconds

1 month ago

The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners

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

Django Davidson: https://www.linkedin.com/in/django-davidson-332b9867/

Website: https://www.hoskingpartners.com/

Learn more about Chipo Muwowo | African Allocator Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com

Hosted on Acast. See acast.com/privacy for more information.