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Epoch Investment Partners

Bill Priest on Barron’s 2016 Roundtable, Part 1: A World of Opportunities

CEO and Co-CIO Bill Priest joined eight other investment industry experts for the Barron's 2016 Roundtable. He spoke about global growth expectations, the outlook for returns in equity markets and the threat of economic and political contagion.

Bill Priest on Barron’s 2016 Roundtable, Part 1: A World of Opportunities

April 7, 2016: Epoch’s Capital Markets Outlook

Bill Priest and David Pearl, our Co-Chief Investment Officers, discussed the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar. They were joined by Barney Rosen, who explored the current happenings in the health care sector.

April 7, 2016: Epoch’s Capital Markets Outlook

David Pearl Featured on BNN Money Talk - February 24, 2016

Co-Chief Investment Officer David Pearl appeared on BNN's Money Talk to discuss recent market volatility and where he is finding attractive investment opportunities.

David Pearl Featured on BNN Money Talk - February 24, 2016
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We are global equity investors with a distinct perspective on the long-term drivers of shareholder return.

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OUR INSIGHTS

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Advantage from Perspective

Long-term investment success demands a focus on essential truths that are not always obvious. We focus on investing in companies with the enduring elements that create value: free cash flow and managements committed to providing positive returns to shareholders. Like the companies in which we invest, we are committed to transparency. This includes sharing our global market perspectives and insights that help drive our investment decisions.

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OUR INVESTMENT PHILOSOPHY

Investors often view a company through the prism of accounting measures such as price-to-book value and price-to-earnings ratios. Epoch adopts a different approach. Earnings growth and dividends drive shareholder returns, and they come from a single source: cash flow. We focus on companies that are growing free cash flow and allocating it intelligently.

Reinvesting cash flows in internal projects or acquisitions is preferred when those actions will generate returns above the cost of capital. Otherwise, we believe company managements should return excess cash to shareholders through dividends, share buybacks or debt repayments -- collectively known as "shareholder yield."

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IN THE NEWS

David Pearl Featured on BNN Money Talk - February 24, 2016

Co-Chief Investment Officer David Pearl appeared on BNN's Money Talk to discuss recent market volatility and where he is finding attractive investment opportunities.

See More >

CNBC Featuring David Pearl - November 2015

David Pearl appears on CNBC to speak about the 2016 outlook and how QE has affected the markets.

See More >

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