Anglo American

Few mining players in Europe match the executional depth of Anglo American. From London, the group manages a workforce of approximately 61k and generates close to $30B in revenue, while steadily widening the gap with regional peers.

Digital reinvention is no longer a marketing line: it is reshaping unit economics across customer acquisition, supply chain and after-sales.

“Anglo American is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

The outlook remains constructive: order books, hiring patterns and capex guidance all point to a multi-year expansion phase.