Global Equity - Eagle Global

Investment Highlights

Diversification

Investing globally allows for diversification across different markets, regions, and economies, reducing the impact of localized market downturns and spreading risk.

Sustainable Growth At The Right Price (SGARP)

Global equities offer exposure to companies operating in diverse economies with varying growth rates. Our global equity strategy invests in sustainable growth-at-the-right-price (SGARP) companies. Emphasis is placed on companies with strong management teams that generate consistent earnings, cash flows, and returns on equity.

Industry Leaders with Sustainable Competitive Advantages

Investors often focus on short-term time horizons. Company economic performance follows much longer-term cycles. Due to these different timescales, the market often underestimates the ramifications of positive change.

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Expertise and Experience

The portfolio managers of the Eagle Global Equity Strategy have an average of 29 years of industry experience, most of which have been managing this strategy at Eagle Global. The team has managed the portfolio through multiple economic cycles, gaining valuable insight into “what works” and refining the investment process to maximize risk-adjusted return potential.

Investment Options

The Strategy is available through separately managed accounts, mutual funds, and investment research models for UMA platforms.

Eagle Global Equity Strategy

Disciplined and Repeatable Process

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, sector diversification and limiting position sizes. Portfolio concentration in 45-60 “best idea” stocks creates the freedom to be highly selective while maintaining diversification across countries, currencies, and industries.

Sustainable Change

Investors often focus on shorter-term horizons while company economic performance follows much longer-term cycles. We exploit these inefficiencies by applying disciplined financial models, qualitative fundamental research, and patience.