EAGLE GLOBAL ADVISORS Overview
Eagle Global Advisors Llc is an investment advisor that manages 4.3 BN dollars in regulatory AUM and has 32 employees, of which 16 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 3BN in positions, representing 74% of the manager's regulatory AUM.
EAGLE GLOBAL ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EAGLE GLOBAL ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 8.03% | Energy | -3.61% | 0.8% | 3 | 11% | ||
| WMB | 4.89% | Energy | -4.07% | 0.6% | 1 | 11% | ||
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FEATURED IN
EAGLE GLOBAL ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas N. Hunt | Senior Partner | November-1996 |
| Edward R. Allen | Senior Partner | November-1996 |
| Steven S. Russo | Senior Partner/Chief Compliance Officer | December-1996 |
| John F. Gualy | Partner | November-1996 |
| Paul D. Chiaro | Partner | January-2013 |
EAGLE GLOBAL ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
EAGLE GLOBAL ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
As discussed in the Advisory Business section above, client accounts are generally managed according to one or several of the followings strategies: domestic equity, international equity, global equity, fixed income, master limited partnerships, emerging market dividend and the EMC Alpha Fund. Domestic,
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international and global equity strategies seek long-term capital appreciation via investments in premier large capitalization companies in their respective markets. The Total Return MLP strategy seeks a high total rate of return from both tax advantaged income and capital appreciation through investments in master limited partnerships. The Quality Core MLP strategy is designed for greater concentration of holdings and lower turnover. The Emerging Market Dividend strategy seeks a long-term total return through investments in high dividend yielding emerging market equities. The EMC Alpha ...
Unlock Full Investment Process Description
As discussed in the Advisory Business section above, client accounts are generally managed according to one or several of the followings strategies: domestic equity, international equity, global equity, fixed income, master limited partnerships, emerging market dividend and the EMC Alpha Fund. Domestic,
7
international and global equity strategies seek long-term capital appreciation via investments in premier large capitalization companies in their respective markets. The Total Return MLP strategy seeks a high total rate of return from both tax advantaged income and capital appreciation through investments in master limited partnerships. The Quality Core MLP strategy is designed for greater concentration of holdings and lower turnover. The Emerging Market Dividend strategy seeks a long-term total return through investments in high dividend yielding emerging market equities. The EMC Alpha ...
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EAGLE GLOBAL ADVISORS Portfolio Concentration
EAGLE GLOBAL ADVISORS Location
5847 SAN FELIPE
SUITE 930
HOUSTON, Texas
UNITED STATES, 77057
SUITE 930
HOUSTON, Texas
UNITED STATES, 77057
EAGLE GLOBAL ADVISORS Contact Information
Phone Number: 713-952-3550
Fax Number: 713-952-4175
Website: http://www.eagleglobal.com
Fax Number: 713-952-4175
Website: http://www.eagleglobal.com
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