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 12/31/22. The fund's latest filing disclosed 21BN in positions, representing 77% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 21BN in positions, representing 77% of the manager's regulatory AUM.
EAGLE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EAGLE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 9.29% | Tech | 17.4% | -0.09% | 0 | 53% | ||
| NFLX | 7.2% | Cons. Disc. | 11.34% | -0.01% | 1 | 22% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
EAGLE CAPITAL Portfolio Concentration
EAGLE CAPITAL Location
499 PARK AVE
NEW YORK, New York
UNITED STATES, 10022
NEW YORK, New York
UNITED STATES, 10022
EAGLE CAPITAL Contact Information
Phone Number: 212-293-4040
Fax Number: 212-293-4045
Website: http://www.eaglecap.com
Fax Number: 212-293-4045
Website: http://www.eaglecap.com
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