Strategy Inception: 1997
U.S. Equity portfolios are available though separately managed accounts and investment research models for UMA platforms.
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.
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
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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