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Capital Cyclists
A podcast from Hosking Partners that goes anywhere and everywhere across the investment landscape.
Latest episode
5. Capital Connections: How Relationships Drive Returns
47:37How can crafting enduring relationships and maintaining an entrepreneurial spirit drive long-term success in the investment management industry? In Episode 5 of the Capital Cyclists, Hosking Partners’ James Batting and Django Davidson are joined by Chris Dion, Managing Director and Co-CIO at Brockenbrough, one of the US East Coast’s leading independent investment management companies. Chris, James and Django discuss a broad range of issues, drawing on Chris' extensive insights and experience. The episode spans topics from balancing the benefits of being a generalist with those of specialisation, to underscoring the pivotal role of relationships in building a business and generating exceptional long-term results for investors. Perhaps most intriguingly, listeners will learn why Chris describes himself as a “chicken entrepreneur”.Please do remember to follow the ‘Capital Cyclists’ podcast on your favourite podcast platform, and follow Hosking Partners on LinkedIn to stay up to date with future episodes, as well as other insights from the team.
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4. Sustainable investing: How to balance impact, returns, and risk?
42:40Is sustainable investing balancing impact, returns, and risks effectively?Join us as we delve into this critical question and many more in Episode 4 of our Capital Cyclist podcast with our guest Dr Tom Gosling, Executive Fellow at London Business School.Tom’s work combines the technical, quantitative skills of a mathematician and actuary with qualitative common sense. In a world of increasing polarisation, Tom brings a calm pragmatism to the debate on ESG and sustainable investing, helping investors understand what does and doesn’t really matter. Please do remember to follow the ‘Capital Cyclists’ podcast on your favourite podcast platform, and follow Hosking Partners on LinkedIn to stay up to date with future episodes, as well as other insights from the team.3. Japan: Land of the Rising Shareholder
28:31Steven Chambers, analyst at Hosking Partners, interviews CLSA’s John Seagrim and Jeremy Hosking for the third episode of Capital Cyclists.John started his career as an equities broker 10 days before Black Monday in October 1987. Two years later he joined Lehman Brothers just as the Japanese stock market peaked, and, in his own words ‘has been riding, or more accurately sliding, with Japan ever since’. From a stock market perspective, Japan has seldom been as insignificant as it is today, it represents a little over 4% of the aggregate global stock market capitalisation despite being one of the world’s largest economies. John and Jeremy think this is the nadir for equity valuations. Their discussion is hot on the heels of Jeremy’s recent investor trip and Hosking Partners’ first overweight exposure to Japan. They perceive extraordinary, often hidden, value in Japanese equities at a moment when the country appears to be at an historic turning point.For more information and to get in touch, please visit www.hoskingpartners.com2. Energy Transition: Active Duty?
27:18Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said EnergyThe energy transition is the world’s largest construction project. But most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical period, highlighting how active managers may be particularly well placed to unearth opportunity amidst complexity.For more information about Hosking Partners, and to get in touch, please visitwww.hoskingpartners.com To learn more about Thunder Said Energy, please visit www.thundersaidenergy.com1. The Material World
51:02Django Davidson, portfolio manager at Hosking Partners, interviews Material World author Ed Conway for the inaugural episode of Capital Cyclists. A deep dive into the materials that shape our world through the lens of the capital cycle. ESG, China and industrial policy are put into the context of the incredible supply chains that make up the Material World.For more information and to get in touch, please visit www.hoskingpartners.com