In Good Company with Nicolai Tangen · John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
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Ran a unit-trust mutual fund for six years, achieving a 10% annual outperformance versus the index and ranking #1 out of 85 funds
10% annual outperformance; #1 of 85 funds
“Building an emergency fund. Probably nine out of 10 people that I actually meet as clients don't have an adequate emergency fund. Six month emergency fund”
“You would just, if I had five different funds, five different equity funds, I just take my top 10 or 20 holdings, rank all of them and see what the overlap is”
“We did not enact gates on any of our funds and we saw positive net inflow across 10 out of 12 funds.”
“If I am going to be investing in anything other than an index fund, I need to have better information than the professional investors out there.”
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