Semi-Retired Fund Manager
Contributor's Links: Bronte Capital Cooking With John

My name is John Hempton and I am a (semi) retired fund manager based in Sydney Australia. My key expertise is in banks and insurance companies though my investing interests extend widely.  I run the Bronte Capital Blog. The purpose of this blog is to explore ... more

ALL CONTRIBUTIONS

A Quick Note On The Resignations At The Top Of National Australia Bank
I am not sure that any Australian banker deserved to come out of the Royal Commission unscathed, but in a relative sense injustice has been done.
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Thoughts On The Herbalife Results
Herbalife reported after market Wednesday and there was a lot of noise. But let's cut through all of that. Here are my thoughts...
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Just How Bad Is It For Big Tobacco? And A Business Idea For An Ambitious Investment Banker
Big tobacco stocks have had a bad month. Philip Morris had its worst day (for stock performance) in a decade.
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The Importance Of GE's Credit Rating
The cover story in Barrons is on GE's dim prospects. But there is one last shoe to drop, and it wasn't covered in Andrew Bary's excellent article. That is that GE's credit rating - and hence its business - is under threat.
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Herbalife And Bill Ackman In Furious Agreement
Bill Ackman announced that Pershing Square was settling an insider trading securities class action. But Mr Ackman seems to think that a settlement of approximately $200 million does not say anything at all about the legitimacy of the case
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The Cyclicality Of Share Buy-Backs: Costco Edition
The company has bought back a lot of stock. The lack of a buyback in 2013 followed a purchase of a non-controlling stake in Costco Mexico.
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STOCKS I FOLLOW

FITB Fifth Third Bancorp
MBI MBIA Inc.
RBS The Royal Bank of Scotland Group plc
XLF Financial Select Sector SPDR

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Work Experience

CEO/Founder
Bronte Capital
2008 - Present (11 years 3 months)

John Hempton is the Chief Investment Officer / Founder of Bronte Capital.

Analyst
Platinum Asset Management Limited
January 2000 - April 2007 (7 years 5 months)

Education

University of Adelaide
Bachelor of Economics
/ 1991

Publications