EAGLE GLOBAL ADVISORS LLC

Eagle Global Advisors LLC is an investment management firm based out of Houston, Texas. The company was established in 1996 and is currently headed by senior partner and chair of the international investment committee by Edward R. Allen III, who founded the company and was previously employed by Eagle Management & Trust Company. Eagle Global Advisors has grown from its inception to now have 32 employees of which half are investment professionals. The company conducts its research internally, utilizing a quantitative and fundamental methodology with both top down and bottom up investment strategies and benchmarking its performance against a variety of S&P, MSCI, and Alerian indexes. Eagle Global Advisors invests in the public equity markets on a global scale, launching and managing hedge funds for its clients and investing mainly in large cap companies’ growth stocks. The company invests most heavily in the energy sector, focusing on master limited partnerships, and also invests in the utilities and telecommunications, finance, health care, transports, and consumer discretionary sectors, among others to a lesser degree, in order of decreasing allocation. Eagle Global Advisors’s top 10 holdings together make up over a third of its total asset allocations and the company has a relatively high turnover rate of 28.6%. The company holds over $4.3 billion in total assets under management spread across over 700 accounts, all of which are discretionary. Although Eagle Global Advisors’s total number of accounts has been decreasing in recent years, its total assets under management has been on a upward trend, growing significantly from $1.7 billion back in 2010 to well over twice that amount today. The company mainly caters to high net worth individuals, which alone makes up over a third of its entire client base, and also provides to a variety of other clientele. Eagle Global Advisors offers its International Equity, U.S. Equity, and Global Equity strategies.