Global Equity2022-04-21T13:18:48+00:00

Global Equity

Strategy Inception:  1997

$440M

Assets Under Management

Investment Options

Global Equity portfolios are available through separately managed accounts and investment research models for UMA platforms.

Strategy Overview

Eagle believes investments in global large-capitalization growth stocks can provide investors with attractive long-term, risk-adjusted returns.  The strategy targets high quality developed and emerging market companies with consistent earnings growth, cash flows and returns on equity.  Eagle also favors strong management teams who reward patient investors with above market returns, while limiting risk over the long-term.  Eagle’s disciplined investment process incorporates both top-down and bottom-up elements to identify companies with strong fundamentals, improving growth prospects and attractive valuations.  Risk is controlled by investing in financially secure companies, country and sector diversification and limiting position sizes.

SGARP

Sustainable Growth At The Right Price

Objective

2% Per Annum Excess Return Above MSCI World Index Over Market Cycle

Investment Highlights

Sustainable Growth At the Right Price (SGARP) approach that invests in companies with strong management teams that generate consistent earnings, cash flows and returns on equity.

Optimal combination of quantitative and fundamental company research
Has produced significant alpha and excess return since inception
Attractive organizational characteristics

Insights

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