Excellence Endures
Long-term value investors targeting attractive absolute returns for our clients
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Eagle by the Numbers
as of
3/31/2025
*Past performance is not indicative of future results. Each investment program is speculative and entails substantial risks. Reflects the Eagle Equity Strategy annualized since inception (12/31/1988) performance. As of 3/31/2025, the Eagle Equity Strategy had an annualized return of 12.0% for the prior 1-year, 12.6% for the prior 3-years, 20.3% for the prior 5-years, and 12.6% for the prior 10-years, net of fees and expenses. For additional information regarding index comparisons and since inception performance calculation methodology, please see the Eagle Equity Composite GIPS Report.
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Each investment program is speculative and entails substantial risks, including the risk that the entire amount invested may be lost. Any performance data presented represents past performance, which is not indicative of future results. There is no assurance that any investment objective will be achieved. No guarantee or representation is made that any investment by Eagle Capital will be successful, and there is no assurance that any investments mentioned were or will be profitable. The performance of any investment program can be volatile, and an investment program may become concentrated in any one issuer, industry, type of investment, strategy, country or geographic region, which could increase the likelihood of losses. For the performance of the Eagle Equity Strategy over the most recently available one-, five- and ten-year periods, please see here.