Egerton Capital
Egerton Capital is an independent, partner-owned London-based investment management firm founded in 1994 that manages $19.9bn in assets, running fundamental long-only and long/short equity strategies for professional clients and eligible counterparties globally.
- Company typePrivate
- Founded1994
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Egerton Capital does
Egerton Capital is an independent, 100% partner-owned investment management firm founded in 1994 by John Armitage and headquartered in London. The firm manages $19.9bn in assets under management as of 31-May-2026 and is authorized by the UK Financial Conduct Authority and registered with the U.S. Securities and Exchange Commission. Egerton operates a fundamental, research-intensive stock-picking process focused on liquid, large-cap publicly traded equities globally, offering both equity long-only and long/short strategies through multiple fund vehicles.
The firm's product suite includes the Egerton Capital Equity Fund (an umbrella fund with segregated liability offering multiple share classes in GBP, EUR, USD, and NOK with hedged and unhedged variants) and the Egerton Capital Investment Fund (QIS), a Qualifying Investor Scheme for institutional and professional investors. Additional long/short fund structures are domiciled in the Cayman Islands and British Virgin Islands, and a UCITS fund (Schroder GAIA Egerton Equity) operates in partnership with Schroders in Luxembourg. US investment entities include Egerton Investment Partners, L.P. and Egerton Capital Partners, L.P. The firm maintains US offices in New York and San Francisco alongside its London headquarters.
Egerton generates revenue through management fees and performance fees charged on assets under management, with specific fee terms negotiated individually with clients and not publicly disclosed. Distribution is conducted directly to professional clients and eligible counterparties (as defined under the FCA's Conduct of Business Sourcebook) without third-party intermediaries, relying on the firm's 32-year track record, brand reputation, and CIO media presence for client acquisition. The firm employs approximately 18 people across leadership, investment, and key non-investment roles, including partners with an average tenure of over 15 years and an investment team specializing in sector coverage (industrials, healthcare, technology, TMT, financials, energy, and luxury goods) across geographies.
Egerton Capital firmographics
Firmographics- Name
- Egerton Capital
- Legal name
- Egerton Capital (UK) LLP
- Website
- https://egertoncapital.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Egerton Capital is an independent, partner-owned London-based investment management firm founded in 1994 that manages $19.9bn in assets, running fundamental long-only and long/short equity strategies for professional clients and eligible counterparties globally.
- Ownership category
- akta.pro rank
Egerton Capital industry classification
Industry- Product category
- Equity Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
- akta.pro secondary industry
- Style Equity — Growth (Active) (FSAAAIAI)
Keywords
Where Egerton Capital is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Egerton Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales, Others
Revenue model
- Management Fees: Egerton Capital generates revenue through management fees charged on assets under management across its fund family including Egerton Capital Equity Fund, Egerton Capital Investment Fund (QIS), and various long-short fund structures.
- Performance Fees: The firm earns performance fees which accrue at different rates due to performance fee equalization, as noted in fund documentation for the same I class shares having different returns based on performance fee equalization.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | Multiple fund share classes with varying fee structures |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Egerton Capital product offering
Product offeringCore offering
Egerton Capital is an independent, London-based investment management firm offering equity long-only and long/short strategies through multiple fund vehicles. The firm pursues fundamental, research-intensive stock picking, investing primarily in liquid, large-cap, publicly traded equities globally. As of 31-May-2026 it manages $19.9bn in assets and serves professional clients and eligible counterparties with benchmark-independent, low-leverage, liquidity-focused strategies.
Product overview
Egerton Capital offers two primary investment fund products: the Egerton Capital Equity Fund (an umbrella fund with segregated liability offering hedged and unhedged share classes in GBP, EUR, USD, and NOK) and the Egerton Capital Investment Fund (QIS) for qualifying investors. Both funds pursue fundamental, research-intensive stock-picking strategies targeting liquid, large-cap, publicly traded equities globally with equity long-only and long/short approaches.
Differentiator
Problem solved
Functional benefit
Products and services
- Egerton Capital Equity Fund
Companies that use Egerton Capital
Customer profileSegments2 records
Ideal customer profiles1 record
Egerton Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Egerton Capital partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Egerton Capital competitors and assessment
Company assessmentDirect peers
- Pershing Square Capital Management: London-listed, fundamentally-driven concentrated global equity manager led by Bill Ackman. Comparable in scale, public-equity focus, and benchmark-independent concentrated stock picking, with a strong brand among institutional investors.
- Maverick Capital: Texas-based fundamental long/short equity manager founded in 1993; Joe Ainsberg joined Egerton from Maverick. Direct comparable in long/short public-equity strategy, fundamental research process, and US/global institutional client base.
- Lone Pine Capital: Greenwich-based fundamental long/short equity manager with a research-intensive, quality-growth approach to global large-caps. Comparable to Egerton in strategy style, AUM scale (multi-tens of billions), and institutional orientation.
- Steadview Capital: Hong Kong and London-based fundamental long/short equity manager investing in global large-caps with a quality-growth orientation. Nick Ballard joined Egerton from Steadview, and the firms share a similar approach and institutional client base.
- BlueCrest Capital Management: Jersey-based fundamental equity manager (former Millennium management spin-out) with global public-equity strategies. Comparable to Egerton as a privately-held active equity manager run by portfolio managers with industry pedigree (Nick Ballard worked at BlueCrest before Egerton).
- TCI Fund Management: London-based, partner-owned activist and long/short equity manager co-founded in 2003 by Chris Hohn; cited alongside Egerton in the FT's all-time top 20 performing hedge funds. Operates a similarly concentrated, fundamental, large-cap global equity strategy with a comparable partner-only ownership model.
- Baillie Gifford: Edinburgh-based independent, partnership-owned active equity manager investing in global equities with a quality-growth, long-term orientation. Comparable to Egerton in philosophy, independent ownership, and focus on large-cap publicly traded equities globally.
- Coatue Management: New York-based fundamental long/short equity manager with a technology- and growth-oriented tilt. Comparable to Egerton in long/short equity, large-cap global focus, and institutional client base.
Broad incumbents
- Goldman Sachs Asset Management: Global investment manager and feeder of Egerton talent (CEO Jeff Blumberg, partner Andrew Ward). A broad incumbent offering active equity strategies among many other capabilities, comparable to Egerton only on the active public-equity subset.
- Schroders: Global asset manager with whom Egerton partners via the Schroder GAIA Egerton Equity UCITS in Luxembourg. Comparable as a London-headquartered active equity manager with institutional clients, but vastly larger and broadly diversified across asset classes.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Egerton Capital social profiles
Digital presenceEgerton Capital compliance and trust
Trust signalCompliance4 records
Egerton Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Egerton Capital leadership team
Management profileNumber of profiles
Profiles17 records
Egerton Capital subsidiaries and ownership
Company hierarchySubsidiaries11 records
Egerton Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Egerton Capital M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Egerton Capital
What does Egerton Capital do?
Egerton Capital is an independent, London-based investment management firm offering equity long-only and long/short strategies through multiple fund vehicles. The firm pursues fundamental, research-intensive stock picking, investing primarily in liquid, large-cap, publicly traded equities globally. As of 31-May-2026 it manages $19.9bn in assets and serves professional clients and eligible counterparties with benchmark-independent, low-leverage, liquidity-focused strategies.
Is Egerton Capital a public or private company?
Egerton Capital is a private company. It is classified as management employee owned and is currently operating.
When was Egerton Capital founded?
Egerton Capital was founded in 1994. It employs 11 to 50 people.
Where is Egerton Capital based?
Egerton Capital is headquartered in London, United Kingdom, in the Europe region.
How does Egerton Capital make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are performance Fees.
Who are Egerton Capital's main competitors?
Direct peers on record are Pershing Square Capital Management, Maverick Capital, Lone Pine Capital, Steadview Capital, BlueCrest Capital Management, TCI Fund Management, Baillie Gifford and Coatue Management. Broad incumbents are Goldman Sachs Asset Management and Schroders.
Does Egerton Capital have an API?
No public API is recorded for Egerton Capital.
What industry is Egerton Capital in?
Egerton Capital's product category is Equity Investment Management. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active), with a secondary code of FSAAAIAI, Style Equity — Growth (Active). Its NAICS code is 523940 and its SIC code is 6282.