Quarterly Letters
Eagle’s quarterly letters offer a window into how we think about markets, businesses, and the long-term forces shaping the investment landscape.
Eagle’s quarterly letters offer a window into how we think about markets, businesses, and the long-term forces shaping the investment landscape.
Q1 2026 Letter
Active sets price; passive takes it. As the share of price-setting capital has shrunk and momentum strategies have grown, individual stocks and subsectors swing harder in both directions. Eagle examines what this shift means for its approach and the underexplored positions it has been building.
Read the Letterq1-2026-investor-letter
Quarterly Letters, Whitepapers and additional content (“Materials”) highlight Eagle Capital’s insights and market commentary. They are not investment advice, recommendations, or offers to buy or sell securities. The Materials reflect information available at the time of production and do not include updates or new viewpoints. They are for informational purposes only, do not contain the full set of analyses and should not be seen as a prediction of future performance. See additional disclosures below and in the Materials as applicable.
Additional perspectives from Eagle’s team, including podcast appearances and noteworthy press features.
