James Mickleboro is the founder of Evermore Asset Management, an emerging investment research and asset management business focused on listed equities, long-term capital allocation, and under-researched global opportunities. His work is informed by a bottom-up investment approach that combines company analysis, valuation discipline, industry structure, financial quality, and long-term shareholder returns. Through Evermore, James is developing research focused on global listed equities, with a particular interest in markets and companies that are often under-owned or misunderstood by international investors. One area of growing focus is the Middle East and North Africa, where he believes the listed equity opportunity set is broader than many global investors appreciate. While the region is often viewed through the lens of oil, geopolitics, and sovereign wealth, its public markets increasingly include banks, telecoms, exchanges, infrastructure assets, consumer businesses, healthcare companies, utilities, logistics operators, and other listed companies exposed to long-term structural growth. On Seeking Alpha, he intends to write about global compounders, MENA-listed equities, emerging market opportunities, and selected international stocks where the investment case deserves a deeper look. His aim is not to provide short-term trading calls, but to assess businesses as long-term investments. That means looking at competitive advantages, management quality, earnings durability, balance sheet strength, capital allocation, valuation, and the risks that could undermine the thesis. James Mickleboro’s investing approach is fundamentally research-driven. He is interested in companies that can compound earnings and intrinsic value over time, but only when the valuation leaves room for an attractive risk-adjusted return. He also believes good investment writing should be balanced. Every investment case should include not only what could go right, but also what could go wrong.
