John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. In
this conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requires his analysts to follow more than one sector, and why he doesn’t employ data scientists. We discuss Elon Musk, AI, and geopolitics and John gives advice to a young person contemplating a career choice.
And Nicolai Tangen, CEO of Norges Bank Investment Management, the largest single equity owner in the world, explains why John is so highly regarded by his peers.
John is our first podcast guest to return for a second episode.
Podden och tillhörande omslagsbild på den här sidan tillhör Stephen Clapham, Behind the Balance Sheet. Innehållet i podden är skapat av Stephen Clapham, Behind the Balance Sheet och inte av, eller tillsammans med, Poddtoppen.
