Django Davidson Of Hosking Partners- Avoid These Two “Bubble Sectors”, And Invest In This Undervalued One

Django Davidson pitches some investment ideas as well as some warnings at the London Value Investor Conference. Django co-founded Hosking Partners in 2013. The firm champions the Capital Cycle investment strategy, originally developed in the 1980s by Jeremy Hosking at Marathon Asset Management. Under Davidson’s stewardship, Hosking Partners has thrived, managing approximately $5.5 billion in...