U.S. Equity

U.S. Equity

Investing in Sustainable Change

Investment Highlights

Sustainable Growth At The Right Price (SGARP)

Sustainable Growth At The Right Price (SGARP)

The Eagle Global U.S. equity strategy invests in sustainable growth-at-the-right-price (SGARP) equities. Emphasis is placed on companies with strong management teams that generate consistent earnings, cash flows, and returns on equity.
Optimal Blend of Fundamental and Quantitative Analysis

Optimal Blend of Fundamental and Quantitative Analysis

Disciplined financial models are applied to identify companies with improving growth outlooks not yet appreciated by the market. Qualitative fundamental research is applied to confirm there are true fundamental reasons for the improved growth outlook and the improved growth outlook is sustainable.
Industry Leaders with Sustainable Competitive Advantages

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.

Invest with Eagle Global

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Expertise and Experience

The portfolio managers of the Eagle Global U.S. 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

Investment Options

U.S. Equity portfolios are available though separately managed accounts and investment research models for UMA platforms.
Eagle Global U.S. Equity Strategy
Disciplined and Repeatable Process

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 us freedom to be highly selective while maintaining diversification across countries, currencies, and industries.
Sustainable Change

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.

Meet the Team

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