A high-conviction U.S. equity strategy built to compound capital across market cycles.
For decades, Eagle Capital Management has applied a disciplined, fundamentally driven, and highly selective investment approach, with one North Star: buying undervalued companies to generate long-term, absolute double-digit returns. Its singular investment philosophy is designed to make compounding work in our clients' favor across market cycles.
Our typical holding period is 5 to 10 years, reflecting the time required for business fundamentals to develop. We invest in durable businesses with strong management teams and allow earnings growth, capital allocation, and competitive advantages to drive intrinsic value over time. We seek to generate double-digit returns through patience and disciplined ownership.
We define value through fundamental analysis, not style classifications. We estimate intrinsic value by assessing long-term earnings power, competitive position, and capital allocation. We invest when the market price provides an attractive entry point relative to our assessment of a company's long-term value.
Our portfolio holds 25 to 35 stocks at any time, reflecting our highest-conviction investment ideas. Each position is supported by rigorous fundamental research, collaborative debate, and ongoing engagement with management teams. We concentrate capital where we believe the long-term risk-return opportunity is most compelling.
For decades, Eagle has compounded capital at attractive double-digit rates through both growth- and value-led markets.
These outcomes reflect the power of disciplined judgment applied consistently over time with a singular investment philosophy.
annualized return, net of fees and expenses, since inception
Annual alpha vs. S&P 500, net of fees and expenses, since inception
eVestment ranking, US Large Cap Core & Value, since inception
Data as of 06/30/2026. Past performance is not indicative of future results. 1, 2: Each investment program is speculative and entails substantial risks. Reflects the Eagle Equity Strategy annualized since inception (12/31/1988) performance. As of 06/30/2026, the Eagle Equity Strategy had an annualized return of 7.2% for the prior 1-year, 17.5% for the prior 3-years, 9.7% for the prior 5-years, and 14.3% 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.
3: Sources: Advent APX and eVestment. Since Inception Date Range: 12/31/1988 – 03/31/2026. Information shown is specific to the Eagle Equity Composite. Peer group percentile rankings were created and tabulated by eVestment on 04/24/2026. eVestment is a third-party that utilizes eVestment Alliance analytics tools to create peer group rankings. “Rank” denotes percentile performance relative to peer managers self-reporting to eVestment Alliance. While Eagle Capital pays eVestment for certain analytical services, Eagle Capital does not pay to be included in the rankings data referenced above. Additional information with regards to eVestment peer group rankings and comparisons are available upon request. The eVestment US Large Cap Core and Value Universes include US equity products that invest primarily in large capitalization stocks. US Large Cap Core products invest in a mixture of growth-oriented and value-oriented stocks, while US Large Cap Value products invest primarily in value-oriented stocks. eVestment universes are maintained and reviewed by eVestment based on manager-reported data and eVestment proprietary analysis. On an ongoing basis, all eVestment Universes are updated approximately 45 days after quarter-end, where several factors are considered, including analysis of sector allocations vs. existing eVestment style universes and statistical performance and risk screening versus appropriate benchmarks and universe medians. For further information, see www.evestment.com.
Eagle has compounded clients' capital at 13.9% annually, net of fees and expenses, for the past 37 years.⁴
The line corresponding with Eagle Equity Strategy represents the Eagle Equity Composite (net of fees and expenses). 4: Past performance is not indicative of future results. For additional information regarding index comparisons and since inception performance calculation methodology, please see additional information below as well as the Eagle Equity Composite GIPS Report.
Eagle's investment philosophy is available through a range of vehicles, each designed to meet the needs of different investors.
UCITS Fact Sheet
The most recent versions of Eagle’s UCITS documents can be found in the link
hereEagle's investment philosophy is also accessible through the Eagle Capital Select Equity ETF.
We work with a range of institutions and investors, including endowments, pensions, and family offices. To learn more about the Eagle Equity Strategy or to request materials, please submit the below form and a member of our Client Team will be in touch.
