John Armitage's Stock Portfolio
John Armitage is one of the most private major investors in the world. Egerton publishes nothing for the public, Armitage has given no recorded interviews we can find, and his firm has no public-facing website. The few resources below are the totality of what is publicly accessible. That scarcity is itself a signal — investors who study Egerton have to do it entirely through the 13F and secondary sources.
Overview
John Armitage co-founded Egerton Capital in 1994 with William Bollinger, and the fund has since become one of Europe's most respected long/short equity managers. The strategy is quality-growth at a reasonable price, typically holding 30–50 positions with meaningful concentration at the top. Egerton's long-term returns are exceptional by any standard, yet Armitage is one of the most private investors at his level — he has given essentially no public interviews, writes no shareholder letters for public consumption, and maintains no public presence. The 13F is the only reliable window.
Primary Resources
Straight from the investor or their firm — the highest-signal material available.
The only public window into Egerton's US positions. Quarterly filings reveal the long book. Note that Egerton runs a long/short book — the 13F only shows longs.
UK filings give some structural information about the fund's entities, though they reveal nothing about portfolio positions or strategy.
Key Talks & Interviews
Curated, not exhaustive — the one or two appearances worth your time if you're new to this investor.
No recorded public talks available for this investor.