Egerton Capital (US), LP

John Armitage, founder and CIO, directs the investment process alongside partners William de Winton and a team of sector-specialist analysts. Investment decisions are committee-based, with Armitage retaining final authority (per public record).

Egerton's investment process relies on fundamental bottom-up research, including management meetings, industry analysis, and proprietary financial modeling. The firm does not rely on external research or third-party deal flow; ideas originate from its analyst team (per industry reports).

No. Egerton Capital is a hedge fund manager that raises capital from institutional investors, endowments, foundations, and family offices. It is not structured as a single-family or multi-family office (per public filings).

Egerton runs a concentrated long/short equity strategy focused on high-conviction bets in global equities, primarily technology, healthcare, and consumer sectors. The firm targets a portfolio of 30–50 positions and maintains a net equity exposure typically between 50% and 80% (per public record).

Egerton managed approximately $15 billion in assets as of early 2024, per media reports. The firm returned $2 billion to investors in 2023, reducing the asset base from a peak of roughly $17 billion (per Bloomberg, June 2023).

Egerton is headquartered in London, with a US subsidiary in New York City. The New York office handles US-focused research and client relations (per public record).

Egerton does not publicly disclose its minimum investment. The firm accepts capital primarily from institutional investors and high-net-worth individuals through separate accounts and limited partnership vehicles (per industry reports).