U.S. Equity

Strategy Inception:  1997

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Investment Options

U.S. Equity portfolios are available though separately managed accounts and investment research models for UMA platforms.



Strategy Overview

Eagle believes that investments in high quality, industry leading, large capitalization growth companies provide investors with attractive long-term, risk-adjusted returns.  Eagle invests in 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.


  • Objective

Investment Highlights

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 sectors

Low turnover – 25%-30% annually                                                                                                                                               


Review & Outlook

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(713) 952-3550