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 institutional assets.
Investment Philosophy
- Capital Cycle Approach: Django shows the importance of the capital cycle. It states that new entrants lead to rising competition and falling returns, This can then lead to declining investment and pessimistic view. After this the supply side improves and returns rise. This will attract new entrants and the...
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