In this episode, Juan and Andrew chat with Django about his journey and the history behind Hosking Partners, the power of the capital cycle approach, how the framework addresses human biases and decision making, using the capital cycle mindset for value investing in active versus passive strategies, and finally, market environment considerations over the last five years.
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Some ten years ago, in the cavernous QEII Conference Centre in front of a 600-person audience, a precocious 37-year-old version of your author stood up and risked career-level embarrassment. I gave a speech titled “The Death of the Brand: a cognitive bubble in quality compounders”. It was an attempt to take on the near-religious dogma […]
7 min read
After another dynamic quarter, dominated by trillion-dollar IPOs and ongoing geopolitical turmoil, we take a different approach in our Active Ownership Report highlighting stewardship examples that explore how closely linked voting and engagement activities can be as long-term investors.
1 min read
Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and shipping.
1 min read