Media

Behind the Balance Sheet: The Analyst (18-Jul-2024)

John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. In this conversation, John explains how he started with $10m, and why you couldn’t do that today…

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John Armitage - Navigating macroeconomic shifts (15-Dec-2023)

In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chief strategist behind the success of Egerton Capital….

Behind the Balance Sheet: Two Titans (19-Aug-2021)

In this fascinating interview, we learn what Armitage and Hoberman look for in an investment, how they judge management, how they view disruption from their different perspectives and why, in spite of their incredible success, they are both workaholics….

Egerton and TCI join top 20 performing hedge funds (22-Jan-2018)

Two of the largest European hedge funds that invest in stocks joined the list of the all-time top 20 best performers…

A bold few traders earn billions flouting rivals (28-Dec-2015)

The investors that did the best in 2015 are those that defied conventional wisdom…