All Cap Equity

Many companies with promising fundamental outlooks remain relatively undervalued. The Eagle All Cap Equity program offers investors the opportunity to purchase stock in such ventures that we feel are priced at a discount to the underlying value of the company.

The Eagle All Cap Equity team identifies investment opportunities based on the following criteria:

Fundamental research

  • Experienced management, well-defined company strategy, financial stability and positive industry outlook
  • Presence of a catalyst to unlock unrealized value
  • Poised to experience positive earnings growth in response to cyclical movements of the economy

Attractive valuation criteria

  • Low price-to-estimated earnings per share
  • Low price-to-book
  • Low price-to-cash flow
  • Low price-to-sales

Sell discipline

  • Degeneration of valuation support resulting from price appreciation
  • Deterioration of company fundamentals
  • Occupation of too large a portion of total portfolio
  • Development of more attractive investment opportunity