About Investment Philosophy Eagle Portfolio Insights & Commentary Contact An Investment Strategy Designed to Endure Our core investment approach has remained disciplined and focused for the last 32 years. It is an enduring and repeatable approach that has been time tested over multiple market cycles. While it is intuitive and easy to understand, in practice it requires a high degree of discipline and focus to execute. These investment letters have shown how we think about things with a unique lens and long-term perspective. Home >Insights & Commentary Our Commitment to ESG We are Committed to Fully Integrating Environmental, Social, and Governance (ESG) Factors into our Research Process. Eagle seeks to reflect the growing importance of advancing ESG tenets in our firm and investment portfolio and our research team examines the value of the companies while reviewing material risk factors, including ESG considerations. Our ESG Philosophy Podcast: ESG Discussion Additional ESG Information Investor Letters Q3 2021 Looking Ahead at Inflation Investor Letter Archive 2021 Q2 2021 Filtering Out the Noise Q1 2021 Pillars of Eagle’s ESG Investing 2020 Q4 2020 Four Cycles and the Future Q3 2020 Sifting Through "Old World" Companies in Search of Digital Scale and Network Effects Q2 2020 Has Covid-19 Put a Nail in the Coffin of Value Investing? Q1 2020 Stressing Catastrophe, Valuing Normality 2019 Q4 2019 Caution in Good Times and the Surprising Power of Stories Q3 2019 Long-Term Thinking and Breaking Free of the Short-Twitch Response that Bedevils Us All Q2 2019 The Global Economy is De-capitalizing Q1 2019 The Disruptors and the Disrupted 2018 Q4 2018 Eagle Turns 30 - A Review of Our Past 120 Letters Q3 2018 A Decade Awash in Liquidity Q2 2018 The Questions We Ask of Management Q1 2018 Easy Money Won't Last Forever Read Eagle's 30th Anniversary Letter to Investors Review the collection of ideas, tenets and profiles that have inspired Eagle over the last three decades. View PDF For Quarterly Letters prior to 2018, please contact: info@eaglecap.com 212-293-4040 Eagle Capital Management is an independent investment management firm in which original, thoughtful research and rigorous valuation discipline drive long-term investment decisions. The firm offers one strategy, the Eagle Equity portfolio, which it has consistently managed under the same investment philosophy since its inception in 1988. Menu About Eagle Investment Philosophy Eagle Portfolio Insights & Commentary Contact Mailing Address Eagle Capital Management, LLC 499 Park Avenue, 17th Floor New York, NY 10022 Direct Phone: 212-293-4040 Fax: 212-293-4045 ‍ info@eaglecap.com Form CRS Privacy Policy Terms of Use © 2021 Eagle Capital Management LLC. All rights reserved.