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Focused investors/John Armitage

John Armitage - Egerton Capital

As of Q3 2026, John Armitage reported 23 long-equity positions worth $9.82B in aggregate.

Copy-investor backtest

Latest quarter
+0.48%
1-year
+11.07%
3-year
+62.52%
5-year
—
3-year vs S&P 500
-9.94%
5-year vs S&P 500
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5-year top 5
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Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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