Eagle Capital Management is an employee-owned investment firm deliberately built for the long-term. For over three decades, we have applied one enduring philosophy, grounded in rigorous fundamental research, seeking to compound capital at double-digit rates across market cycles.
As of 09/30/2026
annualized return, net of fees and expenses, since inception
year track record (since inception 12/31/1988)
in Total Assets
employee-owned
portfolio holdings
average years of investment team experience
Disclosures and important information
1: 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 09/30/2026, the Eagle Equity Strategy had an annualized return of 9.9% for the prior 1-year, 19.6% for the prior 3-years, 10.5% for the prior 5-years, and 14.5% 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. 2: Total Assets of $36.5B as of 9/30/2026 comprise ~$35.5bn of discretionary assets under management (AUM) and ~$1.0bn of non-discretionary assets under advisement (AUA)
Eagle's quarterly letters offer a window into how we think about markets, about businesses, and about the long-term forces shaping the investment landscape. Each edition reflects the same rigor and conviction that drive our portfolio decisions.
