“Buying what's cheap and selling what's expensive is a proven method for growing wealth over time. We do extensive fundamental research, in addition to quantitative screening, to assure that we don't have a portfolio of cheap stocks that deserve to be cheap.”
Eagle Large Cap Value and All Cap Value Team


A Bias Toward Quality

The portfolio co-managers of Eagle's Value and Equity Income programs rely on the strength of their more than 80 years of combined investing experience to help clients reach their long-term financial goals through Value, All Cap Value and Equity Income portfolios.

The team utilizes fundamental, proprietary research to identify quality investment opportunities that feature; experienced, shareholder-oriented management; attractive valuation: positive earnings growth potential: free-cash flow: and a clear path to unlocking intrinsic value. Equity Income portfolios also seek the security of steay, dividend-paying income through portfolios that are constructed to benefit from the market's long-term growth potential.

This combination of experience and intelligence, along with a steadfast conviction to a conservative investment approach, have been the cornerstones of these long-standing strategies. In fact, the Equity Income strategy boasts an extensive track record highlighted by gross returns close to the S&P 500 at a fraction of the risk and volatility.