Strategy Inception: 1997
International Equity portfolios are available through separately managed accounts, mutual funds and investment research models for UMA platforms.
Eagle believes that investments in high quality, growth-oriented, international large-capitalization companies provide investors with attractive long term, risk-adjusted returns. The strategy targets international companies that generate consistent earnings, cash flows and returns on equity as well as those with strong management teams that 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 and is designed to identify companies with improving growth prospects that have not been incorporated into current valuations.
Companies With Global Scale
~25% of portfolios invested in companies with market caps of $2B-$10B
~75% of portfolios invested in companies with market caps greater than $10B
Industry leaders that possess sustainable competitive advantages
Allocations driven primarily by stock selection – 45 to 60 holdings
Flexibility to under/over-weight countries and sectors; up to 35% in non-MSCI EAFE securities
Low turnover – 25%-30% annually
At the core of Eagle Global Advisors is a dedication to providing our clients and their consultants with the type of superior service they expect.REQUEST
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