Egerton Capital, founded in 1994 by British-Irish investor John Armitage, is flying high after a solid 2023. This strong Egerton Capital performance continued into Q1 2024 with double-digit returns, as detailed in the latest investor letter reviewed by Hedge Fund Alpha, showcasing the recent success of John Armitage Egerton Capital.
On a currency unhedged basis, the fund delivered 15.8% in terms of the British pound, 17.3% in euros, 14.8% in dollars, and 22.5% in Norwegian crowns. On a currency-hedged basis, the fund gained 15.7% in the British pound, 15.3% in the euro, 15.7% in dollars, and 15.5% in the Norwegian crown.
Besides the standard performance evaluation, the letter from the Egerton Capital Equity Fund...
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