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Investor profile
John Armitage
Egerton Capital · Co-Founder & CIO · Net worth: ~$2B
Co-founded Egerton in 1994 — one of Europe's most respected long-short equity funds. Armitage has delivered 15%+ annualized for three decades with a Buffett-style concentrated approach.
"Long-short equity, fundamental value, global. Under-the-radar Tiger discipline."
Tracked positions
6
Top concentration
38%
Longest holding
Microsoft (since 2014)
Realized 10-year track record
Egerton Capital (private; press estimates)
10y CAGR
12.6%
net of fees
Alpha vs S&P
-0.5%
vs 13.1% benchmark
Win rate
40%
years beating S&P
Quality score
4.9
computed 0–10
Best year
+28%
Worst year
-6%
Cumulative 10y
3.3×
Volatility
12%
Recent moves
Manager quality score: 9/10
Every tracked 13F move — buys, adds, trims, and exits — over the last two quarters.
Top holdings
Want John move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Similar investors
Tracked managers whose top positions overlap with John's portfolio.
Data sourced from Egerton Capital 13F filings with the SEC. Approximate snapshot. Not investment advice.