Value Invest

Django Davidson

August 22
08:36 2019

Django Davidson – Hosking Partners

Django Davidson is a Founding Partner of Hosking Partners. Former Partner at TCI-backed financials-fund Algebris, he moved to help Jeremy Hosking set up Hosking Partners in 2013. Hosking Partners is a behavioural global equity manager, which now has assets under management in excess of $8bn.

Presentation overview: “Whilst technology may, or may not, be changing the world it is not changing human nature. Repeat patterns of human behaviour are observed in the speculative Unicorn ‘blow off’, creating opportunity away from the euphoria. Well-established companies – with increasing ‘tech-like’ characteristics –are harvesting the fruits of this technology cycle while reducing share counts at compelling valuations for long term owners. The spring is set to tighten further.”

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