Eagle Point Capital

Eagle Point Capital LLC is a registered investment advisory firm established in 2017, focusing on long-term value investments in public markets. The firm operates with a philosophy centered on acting as long-term business owners, aiming to avoid permanent loss of capital while maximizing the increase in after-tax purchasing power for its funds. They employ a disciplined strategy that emphasizes independent thinking, investing with a margin of safety, making fewer but better decisions, and profiting from patience.

Founded by Matthew Franz and Daniel Shuart, Eagle Point Capital LLC provides discretionary investment management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Matthew Franz, who previously worked as an options trader and quantitative analyst, founded the firm in 2017. Daniel Shuart brings experience from a lower middle-market private equity investment firm, where he focused on growing equity value for portfolio companies.

The firm's investment approach involves a concentrated portfolio of long equity positions with a low turnover rate. They conduct thorough fundamental research to identify investment opportunities where a significant disparity exists between market value and intrinsic value. Eagle Point Capital makes three primary types of investments: Compounders (businesses with enduring competitive advantages that can reinvest capital at high rates), Legacy Moat plus "Outsider" Management (businesses with competitive advantages where managers use opportunistic capital allocation), and Special Situations (undervalued businesses due to corporate actions like spinoffs or restructurings). They often seek opportunities in small and micro-cap stocks, those with low float, over-the-counter stocks, and companies undergoing corporate transactions.

As of December 31, 2024, Eagle Point Capital manages assets totaling $20.5 million. The firm is headquartered in Illinois, United States. While they primarily focus on public markets, a sister company, Eagle Point Capital Funds, launched in 2023, also incorporates private sector opportunities and control investments in private businesses.