James Whitfield
Co-Founder & CIO
Biography
James Whitfield is the Co-Founder and Chief Investment Officer of Albion Partners, a London-based investment firm focused on UK and European equities. James has over 20 years of experience in equity investing, with deep expertise in financial services, real estate, and special situations. He is a frequent speaker at investment conferences and has been recognized by Citywire for his long-term track record. Before founding Albion Partners, James was a fund manager at Schroders. He holds a degree in PPE from Oxford University.
About Albion Partners
Albion Partners is a long-only equity fund investing in UK and European companies with strong balance sheets, high returns on capital, and attractive valuations. The firm manages approximately GBP 2.1 billion for institutional and private clients.
Presentations at Best Ideas
KKR & Co: The Private Capital Supercycle and Permanent Capital Vehicles
KKR is at the center of a structural shift in global capital markets as institutional and retail investors increasingly allocate to private assets. This session examines KKR's strategic pivot toward permanent capital vehicles, its expansion into insurance via Global Atlantic, and the compounding power of management fees plus carried interest. We present a framework for valuing alternative asset managers and argue KKR's fee-related earnings trajectory is significantly underappreciated.