OVERVIEW

Eagle Capital Management, LLC is an investment management firm based in New York City. The firm has managed only one strategy since its inception. Clients include charitable organizations, endowments, pension plans, corporations, foundations, state and municipal government entities, and individuals and families.

The firm’s strengths include:

  • Proven Success: Eagle is completing its 22nd year and has generated significant excess returns since inception.1
  • Focus: Eagle’s professionals are dedicated to a single product, a focused portfolio of the 25-35 stocks that best fit the firm's investment approach and criteria.
  • Consistency: Since 1988, Eagle's investment style and approach have not changed, and the investment team has been led by the same individual.
  • Long Time Horizon: A long-term investment time horizon provides a significant research and investment advantage in a market dominated by short-term thinking.
  • Downside Protection: Eagle's investment professionals are curious skeptics who focus on what could go wrong.
  • Client Focus and Service: The firm's professionals find immense meaning and take great pride in being chosen to manage assets and act as a fiduciary for clients.

1Eagle Capital Management was founded in August 1988 as a corporation. In March 1995, Eagle Capital Management, LLC was formed. Client accounts were transferred at the time of the change, and their performance is included in the Eagle Equity Composite.