Strategies
Eagle Global Advisors manages assets for a diverse group of investors. The firm’s strategies are available on a direct basis and also though a select group of financial intermediaries.
Facts & Figures
20
Years Average Industry Experience
$492
Million In Assets Under Management
2003
Launched Dedicated Energy Infrastructure Practice
Energy Infrastructure
Energy Infrastructure investment options include separately managed accounts, partnerships, and a mutual fund that has retained its status as a Registered Investment Company (RIC). As an early entrant in the actively managed Energy Infrastructure portfolio space, Eagle has a long and successful track record on both an absolute and relative basis. Eagle has gained a reputation as a leading Energy Infrastructure investment manager whose disciplined and pragmatic approach has produced outstanding results for clients.
International Equity
Eagle Global Advisors International Equity strategy utilizes a 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. It provides an optimal combination of quantitative and fundamental company research. Portfolios are invested in approximately 50 companies where conviction is high with a long-term holding horizon (typically four years), leading to low turnover.
Facts & Figures
20
Years Average Industry Experience
$488
Million In Assets Under Management
1997
Launched Dedicated Energy Infrastructure Practice
Facts & Figures
20
Years Average Industry Experience
$493
Million In Assets Under Management
1997
Launched Dedicated Energy Infrastructure Practice
U.S. Equity
Eagle Global Advisors U.S. Equity strategy utilizes a 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. It provides an optimal combination of quantitative and fundamental company research. Portfolios are invested in approximately 50 companies where conviction is high with a long-term holding horizon (typically four years), leading to low turnover.
Global Equity
Eagle believes that investments in high quality, growth-oriented global, large-capitalization companies provide investors with attractive long term, risk-adjusted returns. The strategy targets global 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.
Facts & Figures
20
Years Average Industry Experience
$382
Million In Assets Under Management
1997
Launched Global Equity Strategy
Renewables Infrastructure
The Eagle Renewables Infrastructure strategy seeks to provide investors access to the core value proposition of the renewable infrastructure asset class through a concentrated portfolio of renewable infrastructure companies. Our separately managed account (SMA) strategy targets a combination of dividends and long-term stock price appreciation. Portfolios are managed by investment professionals with a long history of success within the energy infrastructure sector.

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