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U.S. Equity

Strategy Inception:  1997

  • $507M

  • Assets Under Management

Investment Options

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



Strategy Overview

Eagle believes investments in U.S. large-capitalization growth stocks can provide investors with attractive long-term, risk-adjusted returns.  The strategy targets broad sector diversification in high quality companies with consistent earnings growth, cash flows and returns on equity.  Eagle also favors strong management teams who 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 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. 

  • 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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