2025 MIC: Eagle Capital’s Michael Falcon – Why Large-Cap Active Management Now?

At the 2025 Morningstar Investment Conference, Michael Falcon, CEO of Eagle Capital Management, explained the enduring value of active US large-cap management. While there has been an "enormous shift" into passive strategies, particularly in large-cap equities, Falcon believes active management remains a vital and often superior way to invest in this segment of economic exposure.

Also our coverage of the 2025 Ben Graham Conference, 2025 Global Alts New York and the Best Alternative Investment Fund Conferences for 2025.

2025 Morningstar Investment Conference - Eagle Capital Management's Michael Falcon

Who is Eagle Capital Management?

Eagle Capital Management, based in New York with over $33 billion in assets and is 100% employee-owned. Their diverse client base spans pension...