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A global equity strategy powered by capital cycle analysis

Recent Insights

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Quarterly Report

Q4 2024 - Quarterly Report Commentary

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Podcast

The Clockwork CIO

Django Davidson in conversation with James Williams, host of the Clockwork CIO podcast.

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Podcast

Big Brands, Barriers, and Bottlenecks

Episode 7 of the Capital Cyclists podcast, with Django Davidson and Jamie Isenwater

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