Eagle Capital Select Equity ETF
EAGL
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 499 Park Avenue, 17th Floor New York NY United States of America 10022
- IPO Date
- Mar 25, 2024
- Website
- eaglecap.com
- Similar Companies
- Business
- Eagle Capital Select Equity ETF (NYSE Arca: EAGL) is an actively managed exchange-traded fund that seeks to generate investment returns superior to U.S. equity markets through a concentrated portfolio of 20-35 primarily large-cap equity securities selected for their undervaluation and unrecognized long-term growth potential; the fund invests at least 80% of its net assets in common or preferred shares of U.S. or non-U.S. companies, shares of other investment companies focused on equities, and depositary receipts, employing a fundamental bottom-up research approach with rigorous valuation discipline across sectors including information technology, health care, communication services, consumer discretionary, financials, energy, and industrials. Launched on March 21, 2024, and listed on NYSE Arca, EAGL benchmarks against the S&P 500 Index, features an expense ratio of 0.80%, annual dividend frequency, and custody by Bank of New York Mellon, with total net assets exceeding $2.9 billion as of recent reports. The ETF is managed by Eagle Capital Management LP, an independent, 100% employee-owned investment management firm founded in 1988 and headquartered in New York City, which oversees more than $26 billion in assets under management primarily through its long-term public equity strategy; the portfolio is led by Managing Chief Investment Officer Alec Henry alongside Ravenel Curry and Adrian Meli, supported by a team of 10 professionals averaging 23 years of experience. EAGL targets sophisticated long-term investors such as pension funds, endowments, foundations, wealth advisors, family offices, and sovereign wealth funds, with geographic exposure predominantly to U.S. stocks (about 75%) alongside non-U.S. holdings in regions including the Eurozone, United Kingdom, and developed Asia. In a key recent development, Eagle Capital launched EAGL in March 2024 through the Goldman Sachs ETF Accelerator, a strategic partnership enabling efficient ETF issuance, listing, and management, in direct response to client demand including conversions from separately managed accounts to ETF shares; the fund marked its one-year anniversary in March 2025 with assets grown from an initial $1.8 billion to over $2.3 billion by that date and continued expansion to approximately $3.4 billion by late 2025, delivering a since-inception NAV return of 15.24% as of November 30, 2025. Distributed by Foreside Fund Services, LLC, the non-diversified ETF operates within the 2023 ETF Series Trust structure and remains Eagle Capital's inaugural foray into the active ETF space, broadening access to its time-tested investment philosophy.