Team

Charlie joined Egerton in 2001. He is a partner and a member of the Management Committee. He is a generalist with a focus on industrials, healthcare, housing, and materials. He was voted second among the buy side looking at the capital goods industry in Extel. Prior to Egerton, Charlie spent eight years at Cazenove as a European equity analyst. For five years, he successfully ran their Nordic equity research team, which focused primarily on small and midcap companies and was one of the firm’s most highly ranked analysts. Charlie helped found Cazenove Private Equity before moving to Egerton. He graduated from Durham University with a degree in Economics.

Jay joined Egerton in 2003 and is a partner of Egerton Capital (US), LP, based in San Francisco. He is a generalist focused on North America. Prior to joining Egerton, Jay worked for the Center for Financial Research & Analysis (‘CFRA’). CFRA is a forensic accounting firm focused on helping institutional investors identify companies employing aggressive accounting to hide deteriorating operational performance. In his five years at CFRA, Jay was responsible for North American equity research as well as setting up the firm’s European equities business, which he led until joining Egerton. While at CFRA, Jay wrote research reports highlighting some of the well-known accounting stories of that time including Calpine, Xerox, Ahold, and Lernout and Hauspie. Jay is a CFA charterholder and has degrees from the University of Chicago (MBA) and University of Washington (BA).

Leila joined Egerton in 2004 and is based in New York. She is a partner of Egerton Capital (US), LP and a member of the Management Committee. Her areas of focus are North American railroads, TMT, luxury goods, alternative managers and financial brokers. Prior to joining Egerton, Leila worked for seven years at JP Morgan, the first year in Private Client Services in New York and the remaining six years as a telecommunications analyst in London, in what was one of the most highly ranked telecom research teams. Leila graduated from Georgetown University in 1997 with a BA in Economics.

Michael joined Egerton in 2005 as an analyst on the investment team. In October 2021, Michael’s role at Egerton transitioned from partner to investment consultant to facilitate his move to Zurich. As an investment consultant to Egerton, Michael focuses exclusively on energy and commodity companies. Before completing a MPhil in Economics with Finance at the University of Cambridge in 2004/2005, Michael spent three years at Goldman Sachs. He was an associate in the European telecom services team, which at the time, was one of the longstanding and most highly ranked telecom research teams in Europe. Michael also holds a BSc in Economics and Computing from City University, London, and became a CFA charterholder in 2004.

Andrew joined Egerton in 2012 and is a partner and a member of the Management Committee. He is a generalist with a focus on aerospace, airlines, and healthcare. Prior to joining Egerton, Andrew worked at Goldman Sachs, where he spent two years as an analyst in the Investment Banking Division as a member of the Global Natural Resources team. Andrew graduated from Princeton University in 2008 and received an MA in Politics from Oxford University in 2010.

Jelena joined Egerton in 2014. She is a partner and a member of the Management Committee. Her primary focus is technology. Prior to joining Egerton, Jelena worked for ten years at Theorema Advisors, a London-based European equity long/ short fund. At Theorema, Jelena was responsible for telecom, media, utilities, travel/ hotel/ leisure, and the luxury good sectors. Prior to Theorema, Jelena worked for three years as an associate on the JP Morgan telecom services team, one of the most highly ranked telecom research teams at the time. Jelena graduated from Columbia Business School (MBA) in 2000 and University of Tennessee (BA) in 1995.

Ben joined Egerton in 2016 and is a partner. His main areas of focus are technology and digital payments. Before joining Egerton, Ben worked at Deloitte for three years as an auditor within the consumer business and private markets teams. He qualified as a Chartered Accountant in 2015 and was placed 5th (out of 5000 students) in the International Order of Merit and was awarded the William G Frazer prize in Advanced Stage exams. Ben graduated from Oxford University in 2011 with a top 1st class degree in Classics with a fourth-place finish in final year exams across the whole university (120 Classics undergraduates).

Catherine joined Egerton in 2021 and is a partner. Her focus is forensic accounting research and analysis. During her 23 years at Exane BNP Paribas, she oversaw accounting and valuation topics within the Equity Research department. In 2016 she helped create Exane BNP Paribas’ Forensic Accounting service which provided forensic accounting research to subscribing clients. Previously, she was an analyst at HSBC James Capel. Catherine has a degree from Institut d’Etudes Politiques de Paris and from Assas University.

Josh joined Egerton in 2022 and is a partner of Egerton Capital (US), LP, based in New York. His areas of focus are financials, energy, and commodity companies. Prior to joining Egerton, Josh was a fellow in Climate Physics at Yale University. Before this, he studied Physics at Moscow State University, where he completed his MA and PhD. He has published several research articles, including in Nature journals, and was a contributing author on the Intergovernmental Panel on Climate Change Sixth Assessment Report.

Joe joined Egerton in 2023 and is a partner of Egerton Capital (US), LP, based in New York. He is a generalist, focusing on North America. Prior to Egerton, Joe managed his own TMT-focused long/short fund called Valentia. Before this he had been a Partner at Highline Capital for eight years. Joe has previously held roles at other buyside firms including as a Principal at Maverick Capital where he focused on the firm’s TMT investments in Europe and managed the firm’s first overseas office in London. He began his investment career at Lazard Asset Management in 1993 in New York where he worked for seven years covering TMT for both the firm’s long-only and long-short equity funds. Joe received a B.A. with honours in International Relations from The Johns Hopkins University and is a CFA charter holder.