David Samra - Leveraging Fundamentals to Remain Relevant

David Samra - Leveraging Fundamentals to Rema...

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Django Davidson - The Capital Cycle: Finding Opportunity Where Others Aren't Looking

In this episode, hosts Tano Santos and Michael Mauboussin welcome Django Davidson, Partner and Portfolio Manager at Hosking Partners, for a discussion of the capital cycle approach to investing. Django shares how his unconventional upbringing, experience covering banks during the ...  Show more

 . 56min 12sec
Jim Flynn - Building a Healthcare Investment Platform Across Public, Private, and Venture

Jim Flynn is the Managing Partner of Deerfield Management, a healthcare-focused investment firm overseeing approximately $16 billion in assets. In this episode, hosts Michael Mauboussin and Tano Santos speak with Jim about his path from studying biology and economics to leading o ...  Show more

 . 46min 12sec

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