An Investment Strategy
Designed to Endure
Our core investment approach has remained disciplined and focused for over 35 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.
ESG
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
Podcasts
Investor Letters
Q4 2022
When The Price is Right
Investor Letter Archive
2021
Q4 2021
Inflationary Opportunities?
Q3 2021
Looking Ahead at Inflation
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
