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The Capital Cycle
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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
Hosking Post
Sri Lanka: You Will Come Back for More
Django Davidson discusses the compelling country-level capital cycle yielding investment opportunities in Sri Lanka
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
The Capital Cycle Way
Portfolio Manager Omar Malik's speech at the Value Investor Conference
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
Video
The Blossoming Opportunity in Japan
Portfolio Manager Omar Malik in conversation with Senior Partner James Batting about the opportunity in Japan
