John Armitage’s Egerton Capital Is Bullish on Indian Banks, Travel, and Reinsurance… and Amazon [Exclusive]

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Michelle deBoer-Jones
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Global Alts

Egerton Capital, founded and managed by the well-known U.K. manager John Armitage, enjoyed double-digit returns for 2023. As of January 2024, Egerton had $14.3 billion in assets under management. For the fourth quarter on a currency-unhedged basis, the Egerton Capital Equity Fund returned 4.7% in British pounds, 4.8% in euros, and 9.3% in U.S. dollar terms, resulting in full-year returns of 15.2%, 17.8%, and 21.9%, respectively. On a currency-hedged basis, the fund’s returns ranged from 7.2% in euros up to 7.8% in U.S. dollar returns, bringing its full-year returns to between 17.9% and 20.9%, respectively. For comparison, the MSCI World…

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.