Investor Summary

Founded in 1988 by Ravenel and Beth Curry, Eagle Capital Management is a 100% employee-owned investment partnership headquartered in New York City. The firm manages approximately $31.4 billion across over 2,000 client accounts including high-net-worth individuals, pension plans, charitable organizations, and corporations. Eagle serves 1,378 high net worth individuals managing $6.2 billion, 82 pension plans with $3.2 billion, 247 charitable organizations managing $5.1 billion, and various corporate clients. The firm has achieved top-decile performance over 35 years with minimal portfolio management turnover and maintains an 'Above Average' investment culture rating from Morningstar.

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Fund Strategy

Eagle Capital Management's investment philosophy is grounded in three core pillars: duration, value orientation, and conviction. The firm operates as long-term investors with typical holding periods of 5-10 years, viewing their commitment to duration as their most distinct competitive advantage. Eagle employs a fundamental, bottom-up approach conducting deep due diligence to build a concentrated portfolio of 25-35 stocks. The firm seeks attractive entry prices relative to intrinsic value and aims to generate double-digit returns by investing in high-quality businesses with durable growth prospects and downside protection. Eagle's approach emphasizes identifying secular changes early to minimize risk and maximize upside potential.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
14.2% 4.5% 17.5%