The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A 35-Year-Old Gotham Shop Soars Into ETF Country Not Rated 4.0 Email Routing List Email & Route  Print Print
Friday, June 9, 2023

A 35-Year-Old Gotham Shop Soars Into ETF Country

by: Neil Anderson, Managing Editor

The folks at a 35-year-old, employee-owned, 39-person, $23.9-billion-AUM (as of December 31), institutional asset manager are preparing an ETF for takeoff.

Today, the Eagle Capital Management, LLC team filed to launch the Eagle Capital Select Equity ETF (EAGL). The actively managed ETF will be a series of the 2023 ETF Series Trust and will be advised by New York City-based Eagle, a firm that offers SMAs and a UCIT powered by one strategy only.

The Eagle team has not yet chosen a principal U.S. listing exchange for EAGL, according to the filing, nor have they hired an independent accounting firm or finalized a total expense ratio for the planned fund. EAGL's management fee is listed as 80 basis points.

EAGL will be powered by a long-only, value equity strategy, and the fund will disclose holdings daily (as most ETFs do). The fund's PM team will include: Ravenel B. Curry, III, chairman, co-chief investment officer, and co-founder of Eagle; Ravenel B. Curry, IV, co-CIO; Alec Henry, managing CIO; and Adrian Meli, co-CIO.

The planned fund's other service providers will include: Bank of New York Mellon as administrator, custodian, dividend disbursing agent, and transfer agent; Foreside Fund Officer Services, LLC as chief compliance officer provider; Foreside Fund Services, LLC as distributor; Goldman Sachs' GS ETF Accelerator as ETF launch and operations consultant to Eagle; and Morgan, Lewis & Bockius LLP as counsel. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. WE Pacific NW and CFA Society Seattle Welcome Mixer, September 22
  2. Havener Capital's Boutique Week 2023, Sep 26-29
  3. FT's Future of Asset Management North America, Sep 27-28
  4. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
  5. Women In Finance Fall Mix n' Mingle Happy Hour, September 28
  6. Expect Miracles Atlanta Coast Classic, October 2
  7. MFDF webinar - Exchange Traded Funds: A Market Update for Fund Directors, October 4
  8. 4th Annual ETFGI Global ETFs Insights Summit - United States, Oct 4-5
  9. 8th Annual FUSE Forum, October 5
  10. ICI & GCMFA Networking Reception, October 10
  11. 2023 MMI Annual Conference, Oct 11-13
  12. 2023 IDC Fund Directors Conference, Oct 11-13
  13. WE South - ETF Conversations, October 17
  14. IMEA Star Awards Celebration, October 17
  15. IMEA Marketing Summit, Oct 17-18
  16. MFDF Director Discussion Series - Open Forum via Zoom, October 23
  17. ICI 2023 Securities Law Developments Conference - Day 1, October 24
  18. Schwab Impact 2023, Oct 24-26
  19. 2023 MMI Legal & Compliance Seminar, October 26
  20. ICI 2023 Securities Law Developments Conference - Day 2, October 26
  21. IMEA DE&I Roundtable, November 1
  22. IMEA Leadership Summit, Nov 1-2
  23. MFDF Director Discussion Series - Open Forum (Los Angeles), November 1
  24. MFDF Director Discussion Series - Open Forum (San Francisco), November 2
  25. Expect Miracles In Boston, November 2
  26. WIPN Nebraska - 3rd Annual Collegiate Career Exploration Event, November 2

©All rights reserved to InvestmentWires, Inc. 1997-2023
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use