Eagle Capital Management
Eagle Capital Select Equity ETF
Concentrated portfolio of undervalued, high-quality companies with strong long-term growth potential.
Investment Overview
The Eagle Capital Select Equity ETF (EAGL) is an actively managed, concentrated portfolio designed to identify and invest in undervalued, high-quality companies with strong, unrecognized long-term growth potential. Guided by Eagle Capital’s time-tested investment philosophy, the fund employs a rigorous, bottom-up research process to uncover durable businesses with attractive risk/return profiles, resilient business models, and capable management teams. Typically holding 20–35 high-conviction positions, EAGL aims to outperform the broader U.S. equity market over time, while offering the simplicity, liquidity, and potential tax efficiency of an ETF structure. This disciplined approach focuses on long-term value creation, seeking superior total returns for investors.
Concentrated portfolio
20–35 high-conviction large-cap stocks
Active, bottom-up research
Focused on long-term value creation
Potential tax efficiency
Liquidity and simplicity of an ETF structure
Why EAGL?
Access to Eagle Capital’s proven, research-driven investment approach.
Focus on undervalued companies with strong growth potential.
Concentrated portfolio targeting high-conviction opportunities.
Potential for superior returns versus the broader U.S. equity market.
Eagle Capital Select Equity ETF
About Eagle Capital Management
Eagle Capital Management is an independent investment management firm where original, thoughtful research and rigorous valuation discipline drive long-term investment decisions. Eagle’s mission is to achieve superior returns over the long-term and to provide the highest quality client service to our partners. The firm’s primary strategy, the Eagle Equity portfolio, has been consistently managed with the same investment philosophy and approach since 1988.
Investment Team
Ravenel B. Curry III
Founder & Co-CIO
info@eaglecap.com
Alec J. Henry
Managing CIO
info@eaglecap.com
Fund Documents
Important Disclosures
Past performance is no guarantee of future results. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
This material is for informational purposes only and should not be construed as investment advice. Before investing, consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which may be obtained from your financial advisor.
Investments in ETFs are subject to market risk, including the possible loss of principal. ETF shares may trade above or below their net asset value. This difference in price may be due to market conditions and other factors.