What Eagle Capital Management does

Eagle Capital Management, LLC is an independent, 100% employee-owned investment management firm headquartered in New York City, founded in 1988. The firm manages $33.5 billion in assets under management (as of 03/31/2026) through a single concentrated, long-term value equity strategy — the Eagle Equity Strategy — typically holding 25-35 large-cap U.S. stocks for 5-10 years. The investment process is fundamental, bottom-up, and managed by an 11-person investment team averaging 25 years of experience, with a CIO team that has collaborated for 14 years.

The firm delivers this strategy through three vehicle types: customized separately managed accounts for institutional and high-net-worth clients, the Eagle Capital Select Equity ETF (EAGL) listed on NYSE Arca since March 2024 (0.80% net expense ratio, approximately $3.92B market capitalization), and UCITS-compliant funds registered in ten European jurisdictions. Revenue is generated through recurring asset-based management fees, with no proprietary technology platform underlying the investment process. Distribution is handled through dedicated coverage of institutional, wealth, consulting, and ETF/platform channels, supported by a sales, marketing, and operations infrastructure based in New York with a Head of EMEA driving international expansion.

Eagle's competitive positioning rests on a 37-year live track record generating 276 basis points of annual alpha versus the S&P 500 net of fees, top-decile performance over 35 years, and a concentrated, conviction-driven approach targeting absolute returns with downside protection. The client base spans endowments, foundations, pension funds, family offices, high-net-worth individuals, RIAs, and financial advisors.

Name

Eagle Capital Management

Legal name

Eagle Capital Management, LLC

Website

https://eaglecap.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

11–50 employees

Short description

Eagle Capital Management is an independent, employee-owned active equity manager founded in 1988, managing $33.5 billion through a concentrated long-term value strategy delivered via separately managed accounts, the EAGL ETF, and UCITS funds for institutional, HNW, and advisor clients.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Management Fees: Eagle Capital generates revenue through management fees charged on assets under management across its various investment vehicles including separately managed accounts, the EAGL ETF (with a net expense ratio of 0.80%), and UCITS funds. The firm also earned performance fees historically, and the EAGL ETF distributes dividends annually.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Eagle Capital Management is a 100% employee-owned, New York-based investment management firm that has run a single concentrated, long-term value investing strategy since its 1988 founding. The firm typically holds 25-35 stocks for 5-10 years and delivers this strategy to clients through Separately Managed Accounts, the EAGL ETF on NYSE Arca, and UCITS-compliant funds in Europe. As of 03/31/2026, Eagle manages approximately $33.5 billion in assets.

Product overview

Eagle Capital Management offers a suite of investment vehicles centered on its Eagle Equity Strategy—a concentrated, long-term value investing approach typically holding 25-35 stocks for 5-10 years. The product lineup includes the flagship Eagle Equity Strategy delivered through Separately Managed Accounts, the Eagle Capital Select Equity ETF (EAGL) for retail and institutional investors seeking a publicly traded vehicle, and UCITS-compliant funds for European investors. All offerings are built on the same investment philosophy emphasizing duration, value orientation, and conviction-based portfolio construction.

Differentiator

Problem solved

Functional benefit

Brands

• EAGL ETF: Eagle Capital Select Equity ETF - an actively-managed, concentrated portfolio of primarily large-cap companies selected using Eagle Capital's time-tested investment philosophy.

Products and services

• Eagle Equity Strategy (via Separately Managed Accounts)
• Eagle Capital Select Equity ETF (EAGL)
• UCITS Fund

Quantifiable outcome

• 13.9% annualized net returns since inception (1988) vs. 11.1% for S&P 500
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators11 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Ruane, Cunniff & Goldfarb: Long-tenured, employee-owned investment manager running the concentrated Sequoia Fund with a long-term value approach highly analogous to Eagle's strategy. Directly comparable in philosophy, structure, and institutional client base.
• Southeastern Asset Management (Longleaf Partners): Concentrated, value-oriented equity manager running Longleaf Partners funds with low portfolio turnover and a long-term holding philosophy. Highly comparable in concentrated approach and institutional client base.
• Dodge & Cox: Large, employee-owned, value-oriented equity manager with multi-decade track record and similar institutional and wealth-channel distribution model. Comparable in AUM scale, ownership structure, and long-term value orientation.
• Tweedy, Browne Company: Long-standing, employee-owned value equity manager with concentrated global and U.S. equity strategies. Comparable in deep value philosophy, employee ownership, and patient holding approach.
• Davis Advisors: Family-controlled active equity manager running concentrated value strategies across institutional and retail channels. Comparable in concentrated value approach and multi-vehicle distribution including mutual funds.
• Vulcan Value Partners: Concentrated, conviction-driven equity manager with long holding periods and a value-oriented approach. Directly comparable in concentrated portfolio construction and institutional/wealth distribution.
• Aristotle Capital Management: Employee-owned active equity manager running concentrated U.S. equity strategies with a long-term horizon. Comparable in concentrated approach, employee ownership, and institutional distribution.
• Polen Capital Management: Concentrated active equity manager with a quality-compounding, long-term approach and significant ETF and SMA distribution. Comparable in concentrated portfolio and multi-vehicle (ETF/SMA) distribution model.
• Jensen Investment Management: Concentrated quality equity manager offering both SMA and ETF vehicles to institutional and wealth clients. Comparable in concentrated approach, quality bias, and ETF/SMA distribution.
• Harding Loevner: Employee-owned active equity manager with concentrated global and U.S. strategies distributed through institutional and wealth channels. Comparable in active concentrated approach and institutional/wealth distribution model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/eagle-capital-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eagle Capital Management