EGERTON CAPITAL Overview

Egerton Capital Limited Partner is a hedge fund that manages 14.1 BN dollars in regulatory AUM and has 39 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 9BN in positions, representing 63% of the manager's regulatory AUM.

EGERTON CAPITAL StockAlpha

+0.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EGERTON CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CHTR 12.46% Cons. Disc. 3.27% -0.26% 2 12%
CMCSA 8.78% Cons. Disc. 5.12% 0.02% 1 23%
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FEATURED IN
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EGERTON CAPITAL Founders and Key Employees

Name Title In Position Since
William G. Bollinger Member July-2013
Paul Tucker Member July-2013
Jurgen A. Huck Member July-2013
John C. Armitage Member/Chief Investment Officer July-2013
Raphael Kanza Chairman Of Ecl/Member January-2011
Jeffrey J. Blumberg Chief Executive Officer/Member August-2010
Mark H. Standish Chief Operating Officer/Chief Financial Officer/Member October-2011
Marcello Sallusti Member July-2013
Frank L. Hohmann Director Of Egerton Capital International Limited, Relying Adviser April-2001
James L. Alexandre Director Of Egerton Capital International Limited, Relying Adviser March-2011
John C. Armitage Shareholder Of Egerton Capital International Limited, Relying Adviser April-2001
William G. Bollinger Shareholder Of Egerton Capital International Limited, Relying Adviser April-2001
Curtis G. Solsvig Director Of Egerton Capital International Limited, Relying Adviser April-2001
Philip C. Niel Chief Compliance Officer February-2014

EGERTON CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
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EGERTON CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Egerton Capital (UK) LLP uses a fundamental, research-intensive stock picking approach to investing. The approach to stock selection is ‘bottom-up’. Companies are analysed using a variety of methods and strategies to make investment decisions. The methods of analysis include fundamental research, based upon company visits, calls or meetings, macro-economic or industry changes, independent research, and the use of brokers and consultants.

Egerton Capital (UK) LLP employs the following investment strategies where appropriate given the investment guidelines of a particular client account:

Equity. Egerton Capital (UK) LLP’s equity strategy focuses on the selection of equities, with a focus on highly liquid securities. The majority of the portfolio is invested in large cap equities. Egerton Capital (UK) LLP manages client accounts that are global.

Short Selling. Egerton Capital (UK) ...
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EGERTON CAPITAL Portfolio Concentration

EGERTON CAPITAL Location

STRATTON HOUSE
5 STRATTON STREET
LONDON, UNITED KINGDOM, W1J 8LA

EGERTON CAPITAL Contact Information

Phone Number: 44-0-20-7410-9090
Fax Number: 44-0-20-7410-9091
Website:

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