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Culture of Experienced, Owner-Operators
Culture matters in a firm. Therefore, we have selected experienced people whom we have known and worked with in the past. Our professional staff averages over 20 years in our industry. Most importantly, all of our employees are shareholders; ownership binds and is a shared value of the firm.
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Capital to Create Competitive Edge in Research and Compliance
A company's capital matters more and more as the costs of doing business rise based on the need for compliance and internally generated research. In-house research is more important today than ever before. Epoch has a significant amount of cash to support a business that has over 40 people and over $6 billion of assets. Given our substantial capital, we have the ability to create a competitive edge in both compliance practices and in-house research.
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Emphasis on Absolute Returns
We believe that interest rates bottomed in June of 2003. Consequently, P/E ratios likely peaked at that time as well. With the prospect of flat-to-falling P/E ratios in store for equity investors, we believe that absolute return products will take market share from those focused solely upon performance relative to an index benchmark. Our product set, our research, and our investment style reflect this view.
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Global Perspective
Epoch is a global firm in both product set and in mindset. We offer a set of investment strategies that will allow our clients to access the new borderless world of finance. A regional perspective alone will fall short of getting the job done in today's investment world.
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Singular Focus on Client Account Performance
Investment success requires focus, and account performance for our clients is our focus. We eat, breathe, and sleep investing and those of you who know us can attest to that fact. We are dedicated to building a firm of substance that generates substantial value for clients, employees, and shareholders.
Mission Statement
We are a global asset management firm with accomplished and experienced professionals that combines in-house research and insight, an absolute-return orientation, and a dedication to serving the informed investor.
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See End Notes (Download Adobe Acrobat Here) for further information and composite performance disclosure.
© 2008 Epoch Investment Partners, Inc.