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 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 82% of the manager's regulatory AUM.

EAGLE GLOBAL ADVISORS StockAlpha

-4.1%
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 GLOBAL ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EPD 7.37% Energy -6.74% -0.92% 3 13%
MMP 5.42% Energy -0.96% -0.33% 3 8%
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FEATURED IN
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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 ...
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EAGLE GLOBAL ADVISORS Portfolio Concentration

EAGLE GLOBAL ADVISORS Location

5847 SAN FELIPE
SUITE 930
HOUSTON, Texas
UNITED STATES, 77057

EAGLE GLOBAL ADVISORS Contact Information

Phone Number: 713-952-3550
Fax Number: 713-952-4175
Website:

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