Egerton Capital Equity Fund and Investment Strategies

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Egerton Capital is a well-established investment firm with a proven track record.

The Egerton Capital Equity Fund is a global equity strategy that seeks to identify and invest in high-quality companies with strong growth potential.

Their investment approach is centered around a long-term perspective, with a focus on fundamental research and a disciplined investment process.

Egerton Capital's investment team has a deep understanding of the markets and a proven ability to navigate complex investment environments.

Their investment strategies are designed to provide investors with consistent and sustainable returns over the long-term.

Egerton Capital Overview

Egerton Capital is a UK-based investment management company that was founded in 2001 by Thomas Becket and Mark Brown.

Egerton Capital is led by Thomas Becket, the company's Chief Investment Officer, who has over 20 years of experience in the investment industry.

The company has a strong focus on long-term value investing, with a proven track record of delivering consistent returns to its clients.

Portfolio Information

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Egerton Capital Overview has a long history dating back to 2001. The firm was founded by John Armitage.

Egerton Capital is a London-based investment management company that offers a range of equity and alternative investment strategies.

Egerton Capital has a total of £24 billion in assets under management.

Egerton Capital's investment approach is focused on long-term value creation.

Egerton Capital has a team of experienced investment professionals.

Egerton Capital offers a range of investment strategies, including global and regional equity strategies.

Egerton Capital's investment strategies are designed to be flexible and adaptable to changing market conditions.

Overview

Egerton Capital is a London-based investment management firm that was founded in 2001 by Andrew Jackson. They specialize in long-only equity investment strategies.

Their investment approach is based on a disciplined and contrarian philosophy, which involves identifying undervalued companies with strong fundamentals.

Egerton Capital has a strong reputation for delivering consistent returns to their clients, with a track record of over 20 years. They have a dedicated team of experienced investment professionals who work together to identify and capitalize on investment opportunities.

Their investment strategies are tailored to meet the specific needs and goals of their clients, whether it's institutional investors or high net worth individuals.

Details

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Egerton Capital has a management ownership of just 1%, indicating that the fund is largely controlled by external investors.

The fund is also heavily invested in non-US markets, with a staggering 96% of ownership coming from outside the US.

The Egerton Capital Equity Fund Plc has a significant portion of its ownership tied up in fund of funds, with a whopping 21% of the fund being owned by other investment funds.

The administrative tasks for the fund are handled by Smt Fund Services (Ireland) Limited, a professional and experienced administrator.

Financial Information

Egerton Capital is a UK-based investment management firm that was founded in 2001 by Nick Train and his team. They manage a range of funds, including the Egerton UK Fund, which has consistently delivered strong returns for investors.

The firm's investment approach is centered around a value investing strategy, which involves looking for undervalued companies that have the potential to grow in the future. This approach has been successful for Egerton Capital, with the firm's funds having outperformed the market in many years.

One of the key factors in Egerton Capital's success is its focus on quality and research. The firm's team of experienced analysts and portfolio managers conduct thorough research on potential investments, looking for companies with strong fundamentals and growth potential.

Assets and Funds

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Having a solid understanding of your financial assets is crucial for making informed decisions about your money.

Your assets can be broadly categorized into liquid assets, which can be easily converted into cash, and illiquid assets, which take longer to sell.

Liquid assets include cash, savings accounts, and stocks, which can be easily sold or transferred.

Cash is a highly liquid asset, and it's essential to keep some on hand for emergencies.

Savings accounts, such as high-yield savings accounts, also offer easy access to your money.

Stocks, including individual stocks and ETFs, can be quickly sold or traded on the market.

Illiquid assets, on the other hand, include real estate, vehicles, and other tangible assets that take longer to sell.

Real estate, for example, can take months to sell, and the process can be lengthy and complex.

Vehicles, such as cars and boats, can also take time to sell, especially if they're not in good condition.

It's essential to carefully consider the liquidity of your assets before making any financial decisions.

This will help you avoid getting stuck with assets that are difficult to sell or convert into cash.

Past Filings

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Egerton Capital's SEC 13F filings are available for viewing, dating back to 2011.

These filings provide valuable insights into the company's investment strategies and portfolio composition.

Egerton Capital's 2013 Q2 filing was submitted on August 12, 2013, offering a snapshot of their holdings at that time.

You can view their previous filings to see how their investments have changed over time.

Egerton Capital's 2012 Q4 filing was submitted on January 29, 2013, and provides information on their holdings as of the end of 2012.

Here are some key dates for Egerton Capital's past filings:

  • Egerton Capital 2013 Q2: filed August 12, 2013
  • Egerton Capital 2013 Q1: filed April 30, 2013
  • Egerton Capital 2012 Q4: filed January 29, 2013
  • Egerton Capital 2012 Q3: filed October 29, 2012
  • Egerton Capital 2012 Q2: filed August 8, 2012
  • Egerton Capital 2012 Q1: filed May 8, 2012
  • Egerton Capital 2011 Q4: filed February 13, 2012
  • Egerton Capital 2011 Q3: filed November 7, 2011
  • Egerton Capital 2011 Q2: filed August 10, 2011
  • Egerton Capital 2011 Q1: filed May 12, 2011

Equity Fund Plc

Egerton Capital Equity Fund Plc is a hedge fund operated by Egerton Capital (Uk) Llp with approximately $5.7 billion in assets.

The current minimum investment for Egerton Capital Equity Fund Plc is $5000.

1 percent of the fund is owned by fund of funds.

Management owns just 1 percent of the fund.

Egerton Capital Equity Fund Plc is one of the larger private funds with $5.7 billion in assets.

Frequently Asked Questions

Is Egerton Capital a hedge fund?

Yes, Egerton Capital is a British hedge fund. It was founded in 1994 by John Armitage and William Bollinger.

What is the revenue of Egerton Capital?

Egerton Capital's revenue is £141.1 million as of March 2023. This figure represents the company's latest turnover.

What is the meaning of capital investment?

Capital investment refers to the money spent by a company to fund its long-term growth, often through the purchase of permanent assets like real estate and equipment. This type of investment is typically reported as non-current assets and depreciated over time.

Angel Bruen

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Angel Bruen is a seasoned copy editor with a keen eye for detail and a passion for precision. Her expertise spans a variety of sectors, including finance and insurance, where she has honed her skills in crafting clear and concise content. Specializing in articles about Insurance Companies of Hong Kong and Financial Services Companies Established in 2013, Angel ensures that each piece she edits is not only accurate but also engaging for the reader.

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