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The Capital Cycle
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Hosking Post
A Tale of Two Neighbours: The Tiger and the Lion
Active Ownership Report
Q3 2025 - ESG and Active Ownership Report
Podcast
African Allocator Podcast
Django Davidson in conversation with Chipo Muwowo, host of the African Allocator Podcast
Q2 2025 - ESG and Active Ownership Report
The investment case for diversification
Quarterly Report
Q3 2025 - Quarterly Report Commentary
The AI Paradox: Capital Questions
Django Davidson explores what we see as an investment paradox in the world of AI, which raises quite a few capital questions discussed in this paper.
Policies and Disclosures
UK Stewardship Code
Our 2024/25 statement of compliance as an accredited signatory of the UK Stewardship Code
Q4 2025 - Quarterly Report Commentary
Other Insights
PGM update
Django Davidson revisits the capital cycle thesis on PGMs
Responsible Investing
Meeting the challenges of a changing world
Active engagement with Toyota Industries
Q2 2025 - Quarterly Report Commentary
