Sign up to save your podcasts
Or
Share #37 The Analyst
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#37 The Analyst
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.
View all episodes
By Stephen Clapham, Behind the Balance Sheet
4.8
4141 ratings
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.
More shows like Behind the Balance Sheet
View all
The Meb Faber Show - Better Investing
926 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,332 Listeners
Grant’s Current Yield Podcast
670 Listeners
Capital Allocators – Inside the Institutional Investment Industry
787 Listeners
The Acquirers Podcast
303 Listeners
Value Investing with Legends
196 Listeners
Value Hive Podcast
89 Listeners
Money Maze Podcast
34 Listeners
The Education of a Value Investor
27 Listeners
The Memo by Howard Marks
374 Listeners
Yet Another Value Podcast
100 Listeners
The Business Brew
244 Listeners
Business Breakdowns
337 Listeners
In Good Company with Nicolai Tangen
174 Listeners
Joys of Compounding
91 Listeners