Eagle Capital Management
Eagle Equity Strategy
Global Large-cap
Mar 2026 → Sep 2026
Our archive holds 3 letters from this strategy, behind 2 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of Eagle Capital Management for every strategy.
Also held
Its investment theses
- MercadoLibreSep 2026MercadoLibre operates the leading Latin American ecommerce and fintech platform, and Eagle argues that its logistics, payments, credit and ecosystem investments can create durable customer habits, scale advantages and strong long-term earnings growth.
- Mercado LibreMar 2026Mercado Libre dominates Latin American e-commerce and fintech, with a long runway for growth and management focused on long-term value creation.