Eagle Capital Management is a New York based hedge fund that was founded in 1988 by Ravenel Boykin Curry III, father of the current partner of the fund, Ravenel Boykin Curry IV. Boykin Curry IV had previously managed a portfolio at Kingdon Capital before coming to Eagle around the turn of the millennium. Eagle Capital Management applies a bottom-up research-intensive approach and concentrates its efforts on finding undervalued companies. Boykin Curry IV, 45 years old, graduated from Yale University with a degree in Economics in 1988 and holds an MBA from Harvard Business School. Eagle Capital Management historically beats the S&P 500 and Russell 1000 Value Indexes. In 2010, Eagle returned 21%, whereas returns of S&P 500 and Russell 1000 were 15.1% and 15.5%, respectively. Over the past five years, Eagle’s return was 5.7%, vs. 2.4% for the S&P 500 index. Eagle generated a cumulative return of 2,031% since its inception where S&P 500 and Russell 1000 returned 634% and 687% respectively during the same time period.
| Fund Name: | Eagle Capital Management |
| Manager | Boykin Curry |
| Portfolio Value | $14,084,001,000 |
| Change This QTR | +1.08% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | BRK-B | 10,466,779 | $938,870 | +22% |
6.66% | |
| 2.) | AON | 14,229,553 | $791,305 | +7% |
5.61% | |
| 3.) | LBTYK | 13,137,739 | $771,842 | +1% |
5.48% | |
| 4.) | ORCL | 20,679,806 | $689,051 | +31% |
4.89% | |
| 5.) | NBL | 6,626,073 | $674,137 | +4% |
4.78% | |
| 6.) | ECL | 9,356,264 | $672,715 | +6% |
4.77% | |
| 7.) | WMT | 9,320,246 | $635,920 | +8% |
4.51% | |
| 8.) | KO | 17,480,505 | $633,668 | +9% |
4.49% | |
| 9.) | MSFT | 23,321,462 | $622,909 | +20% |
4.42% | |
| 10.) | NWSA | 22,180,447 | $565,823 | +6% |
4.01% |
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