In this episode, Django Davidson, Partner and Portfolio Manager at Hosking Partners joins In the Company of Mavericks Host Jeremy McKeon for a wide-ranging conversation on the Capital Cycle Philosophy.

Django and Jeremy discuss our go anywhere approach and the criteria we apply when we have such a broad, global opportunity set to explore. They highlight why looking past demand stories and focusing on the measurement of supply is a superpower, some of the drivers behind our recent performance, and historical examples where society has benefitted, but investors have lost.