John Armitage
Egerton Capital
Value
9.2B
Stocks
23 Stocks (8 new)
Turnover
25.74%
CIK
1581811
Top Holdings
AMZN(14.78%) V(12.47%) MSFT(9.19%) BSX(5.58%) COF(5.45%)
About Investor
Established investor leading Egerton Capital, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
