Eagle Capital Management's strategy of deploying $2-3 billion per company with holding periods up to 10 years provides superior access to corporate management teams.

The period from the late 1990s to approximately 2010 generated some of the best hedge fund returns in history due to a large and exploitable alpha pool.

The perception of AI disruption has caused some SaaS companies to trade at low multiples of normalized earnings, creating a potential investment opportunity.