EAGLE CAPITAL Overview

Eagle Capital Management Llc is an investment advisor that manages 27.4 BN dollars in regulatory AUM and has 29 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 23BN in positions, representing 85% of the manager's regulatory AUM.

EAGLE CAPITAL StockAlpha

-1.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EAGLE CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 7.9% Financials 14% -0.36% 2 28%
ORCL 7.24% Tech 3.05% 0.16% 3 29%
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FEATURED IN
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EAGLE CAPITAL Founders and Key Employees

Name Title In Position Since
Mary A. Kush Managing Director June-1998
Ravenel B. Curry Managing Director March-1995
Elizabeth R. Curry Managing Director March-1995
Richard R. Ong Managing Director May-1997
Ravenel B. Curry Managing Director April-2002
Manuel J. Johnson Managing Director November-2005
John W. Holman Managing Director January-2008
Adrian V. Meli Managing Director October-2008
Anne C. Maffei Managing Director January-2010
Alec J. Henry Managing Director August-2010
James F. Varley Managing Director January-2012
Jacquelyn R. Bonner Chief Compliance Officer January-2014
Mary A. Kush Managing Director June-1998
Ravenel B. Curry Managing Director March-1995
Elizabeth R. Curry Managing Director March-1995
Richard R. Ong Managing Director May-1997
Ravenel B. Curry Managing Director April-2002
Manuel J. Johnson Managing Director November-2005
John W. Holman Managing Director January-2008
Adrian V. Meli Managing Director October-2008
Anne C. Maffei Managing Director January-2010
Alec J. Henry Managing Director August-2010
James F. Varley Managing Director January-2012
Jacquelyn R. Bonner Chief Compliance Officer January-2014

EAGLE CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

EAGLE CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Philosophy. The investment philosophy has not changed since the inception of the firm:

We believe that most successful equity investments are made when a longer-term perspective is taken. The vast majority of Eagle's commitments are made with a three-to-five year holding period in mind. Eagle sees its role as that of an accumulator of shares of businesses which offer above-average returns over that period as opposed to focusing on short-term strategies. From time to time, however, sharp short-term price fluctuations may dictate sales and purchases in order to realize profits or reduce losses.

To achieve investment returns superior to broad equity market indices in both up and down markets, Eagle uses fundamental analysis: a bottom-up, research-driven approach to find undervalued companies that will experience long-term secular change. By identifying change early, ahead of the general market, we belie...
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EAGLE CAPITAL Portfolio Concentration

EAGLE CAPITAL Location

499 PARK AVE
NEW YORK, New York
UNITED STATES, 10022

EAGLE CAPITAL Contact Information

Phone Number: 212-293-4040
Fax Number: 212-293-4045
Website:

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