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Egerton Capital (us), Lp
SEC-regulated
Registered investment advisor
Egerton Capital (US) is a Registered Investment Adviser based in New York, founded on August 1, 2015. It is a subsidiary of Egerton Capital Limited, established on March 16, 1994. The firm primarily manages funds for institutional and sophisticated investors, focusing on equity securities globally. Egerton Capital (US) offers two main strategies: an equity long/short strategy and an equity long-only strategy. Clients cannot customize services, but limited restrictions on certain investments may be considered. The firm charges asset-based fees ranging from 0.01% to 1.5% based on the client's assets under management. Performance-based fees, ranging from 0.01% to 20%, may also apply. Egerton Capital (US) exercises full investment discretion for its clients, aiming to provide capital appreciation. The firm employs a fundamental, research-intensive approach to stock selection, focusing on well-governed companies with sustainable business models. Egerton Capital (US) may invest in equities, short selling, derivatives, fixed-income securities, foreign exchange, and hedging. Clients' assets are not held by Egerton Capital (US) but by qualified custodians. The firm follows a strict Code of Ethics, participates in proxy voting, and reviews client accounts regularly. Egerton Capital (US) aims to provide transparent and ethical investment services to its clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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