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Unconstrained
12/30/2022Hosking Partners’ Luke Bridgeman and Django Davidson explain how they identify opportunity using a capital-cycle lens, what broad trends they believe are working in their strategy’s favor, why they hold on the order of 450 positions at a time, and why they see unrecognized upside in such ideas as Hafnia, Permian Basin Royalty Trust and Wells Fargo.
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