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

African Allocator Podcast
19/09/2025 25 min
The Capital Cycle Approach to Investing, with Django Davidson, Founding Partner, Hosking Partners

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Episode Synopsis

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 PartnersDjango Davidson: https://www.linkedin.com/in/django-davidson-332b9867/Website: https://www.hoskingpartners.com/Learn more about Chipo Muwowo | African Allocator PodcastLinkedIn: https://www.linkedin.com/in/chipomuwowo/Website: https://www.africanallocator.com Hosted on Acast. See acast.com/privacy for more information.

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