Eagle Capital Celebrates One-Year Anniversary of EAGL ETF
MWN-AI** Summary
Eagle Capital Management is celebrating the one-year anniversary of its Eagle Capital Select Equity ETF (NYSE Arca: EAGL), which launched in March 2024. Over this period, EAGL has demonstrated strong performance, reporting a 13.40% return based on net asset value (NAV) and a 13.13% return based on market price as of March 20, 2025. The ETF's assets under management (AUM) have also seen significant growth, rising from approximately $1.8 billion at its inception to over $2.3 billion, largely driven by robust investor inflows.
EAGL is designed as a concentrated, actively managed large-cap equity ETF, focusing on companies that may be undervalued in terms of their intrinsic value and growth potential. The fund typically maintains a concentrated portfolio of 20 to 35 stocks and operates on a disciplined investment philosophy rooted in fundamental research, which has been part of Eagle’s strategy since its founding in 1988.
Eagle's CEO, Michael Falcon, expressed pride in the firm’s achievements and highlighted the value of the EAGL ETF as a tax-efficient vehicle for financial advisors and consultants. This sentiment was echoed by John Galateria, the Head of Eagle’s Client Team, who noted the current landscape of crowded and costly passive investing options, encouraging a reassessment of equity allocations as market volatility and high valuations present unique investment opportunities.
EAGL has continued to gain traction, with recognition and support from various platform partners. The commitment to enhance investment outcomes aligns with Eagle's overall mission of supporting sophisticated, long-term investors. As the fund reaches its one-year mark, Eagle Capital remains focused on delivering exceptional investment performance and fostering strong partnerships in the financial advisory community.
MWN-AI** Analysis
As Eagle Capital Management celebrates the one-year anniversary of its Eagle Capital Select Equity ETF (EAGL), investors and financial advisors are presented with a compelling opportunity to reassess U.S. equity allocations. Since its launch in March 2024, EAGL has demonstrated solid performance, returning 13.40% NAV and achieving over $2.3 billion in assets under management (AUM). This reflects strong investor confidence and effective management strategies that focus on a concentrated portfolio of undervalued large-cap equities.
Market conditions today offer unique challenges, notably in the tech-dominant index landscape, which has many investors feeling uncertain about their current allocations. Eagle’s approach—emphasizing fundamental analysis and a long-term investment horizon—positions EAGL distinctively within a crowded marketplace. With passive strategies leading to concentrated risks, investors can benefit from actively managed vehicles like EAGL that seek to mitigate volatility through selectivity.
Given the increased market volatility and concentrated index compositions, financial advisors should consider diversifying their clients’ equity holdings. EAGL’s strategy could appeal to those looking to enhance their portfolios with a manager capable of identifying undervalued prospects. The recent growth of EAGL not only speaks to its operational effectiveness but also suggests a shift in investor sentiment towards active management in pursuit of superior returns amid market fluctuations.
In summary, advisors are encouraged to engage their clients in discussions regarding current equity allocations and the potential benefits of integrating EAGL into their investment thesis. Given the ETF's impressive debut year, and Eagle's ongoing commitment to fund growth and management excellence, EAGL represents a strong candidate for consideration in a diversified equity approach.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
U.S. equity manager highlights $2 billion ETF's performance and growth since its 2024 launch and encourages financial advisors and consultants to reassess client equity allocations based on current market and index conditions.
Eagle Capital Management (Eagle), an independent asset manager based in New York City, today celebrates the one-year anniversary of the Eagle Capital Select Equity ETF (NYSE Arca: EAGL).
Since its March 2024 inception, EAGL has returned 13.40% NAV (13.13% Market Price) as of March 20, 2025. EAGL's AUM has grown from approximately $1.8 billion at launch to over $2.3 billion as of March 20, 2025, driven by strong investor inflows and fund performance. Eagle is pleased with EAGL's trading volumes, bid/ask spreads, and other key operational factors important to ETF investors.
EAGL is a concentrated, actively managed large-cap equity ETF that seeks to produce superior returns over market cycles by investing in companies whose intrinsic values and growth prospects may be under-appreciated. Eagle has invested using this philosophy and discipline since its founding in 1988, built on a foundation of fundamental research, a long-term time horizon, and selectivity that results in a concentrated portfolio of 20-35 stocks.
“I’m proud of our team at Eagle and grateful to our clients and partners for helping us reach this important one-year milestone,” said Michael Falcon, CEO of Eagle. “Our disciplined, long-term strategy is distinct from most managers, and it’s great that advisors and consultants now have an easy, tax-efficient way to access our capabilities,” he continued.
As stock indexes have recently become increasingly concentrated in the tech sector and a few large companies, many investment professionals are reassessing their U.S. equity exposure.
“Passive investing has been a game-changer for many, but today’s indexes are crowded, concentrated, and expensive” said John Galateria, Eagle’s Head of Client Team. “Given the current market volatility, valuations, and index composition, there are real opportunities to enhance diversification and returns with the right manager.”
The Fund’s performance data quoted above represents past performance and does not guarantee future results. The investment return and principal value of an investment in the Fund’s shares will fluctuate such that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted above. Performance data current to the most recent month-end can be obtained by calling 833-782-2211. The Fund’s return since inception (3/21/2024) through 12/31/2024 was 10.88% NAV (11.10% Market Price).
The 1-year anniversary is significant and EAGL is continuing to gain recognition and add platform partners as a result. Falcon concluded, “We’re committed to partnering with financial institutions, consultants, advisors and investors to improve their investment outcomes. The EAGL ETF, along with our core SMA and other offerings, is how we do that.”
About Eagle Capital Management
Independent investment manager Eagle Capital Management was established in 1988 to invest in equities with a fundamental, value-oriented approach to build a concentrated, high-conviction portfolio with a long-term investment horizon. The firm is 100% employee-owned and serves sophisticated long-term investors such as pension funds, endowments, foundations, wealth advisors, family offices, and sovereign wealth funds. Eagle Capital is based in New York and as of December 31, 2024, managed $31 billion. For more, please visit https://www.eaglecap.com/ .
Disclosures
An investor should consider the investment objectives, risks, and charges and expenses of EAGL (the “Fund”) carefully before investing. The Prospectus, which contains this and other information about the Fund, may be obtained by calling 212-293-4040. Please read the Prospectus carefully before investing.
Gross Expense Ratio for EAGL is 0.80%.
EAGL is distributed by Foreside Fund Services, LLC, unaffiliated with Goldman Sachs, consultant to the adviser.
The Fund is non-diversified, which means that it may invest in the securities of fewer issuers than a diversified fund. As a result, the Fund may be more susceptible to a single adverse corporate, economic or political occurrence affecting one or more of these issuers, and may experience increased volatility due to its investments in those securities. Investing in ETFs involves risk, including potential loss of principal. American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) are subject to the risks associated with investing directly in foreign securities. In addition, investments in ADRs and GDRs may be less liquid than the underlying shares in their primary trading market. Investments in emerging markets securities are considered speculative and subject to heightened risks in addition to the general risks of investing in foreign securities. Fund investments in foreign currencies and securities denominated in foreign currencies are subject to currency risk. The Fund is actively-managed and may not meet its investment objective based on Eagle’s success or failure to implement investment strategies for the Fund. A new or smaller fund is subject to the risk that its performance may not represent how the fund is expected to or may perform in the long term. In addition, new funds have limited operating histories for investors to evaluate and new and smaller funds may not attract sufficient assets to achieve investment and trading efficiencies. The Fund is an ETF, which is a fund that trades like other publicly-traded securities. ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is not an index fund.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250324028511/en/
Media
Tucker Hewes
Hewes Communications, Inc.
212-207-9451
tucker@hewescomm.com
Eagle Capital
info@eaglecap.com
212-293-4040
FAQ**
How has the performance of the Eagle Capital Select Equity ETF (EAGL) compared with benchmarks since its inception, and what factors contributed to the reported 13.40% NAV gain within the first year, as positioned by Platinum Eagle Acquisition Corp. EAGL?
With EAGL reaching over $2.3 billion in AUM, what specific strategies does Eagle Capital Management implement to sustain investor interest and confidence in the fund, as highlighted by Platinum Eagle Acquisition Corp. EAGL's growth trajectory?
As the market becomes increasingly concentrated in tech stocks, how can financial advisors and consultants utilize the Eagle Capital Select Equity ETF to enhance their clients' diversification strategies, per insights from Platinum Eagle Acquisition Corp. EAGL?
What measures does Eagle Capital take to manage risks associated with the concentrated portfolio of the EAGL ETF, especially given its non-diversified nature as referenced by Platinum Eagle Acquisition Corp. EAGL in their fund disclosures?
**MWN-AI FAQ is based on asking OpenAI questions about Platinum Eagle Acquisition Corp. (NYSE: EAGL).
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