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Epoch Investment Partners

Barron’s interview with Epoch Investment Partners - April 25, 2015

Epoch's co-CIOs, Bill Priest and David Pearl, discuss what to look for in an investment and the importance of free cash flow.

Barron’s interview with Epoch Investment Partners - April 25, 2015

August 28, 2015: A Perspective on Contagion Webinar

Bill Priest, David Pearl and Eric Sappenfield  will provide a perspective on the recent market volatility and the potential contagion effects from events in China. 

August 28, 2015: A Perspective on Contagion Webinar

David Pearl featured on Bloomberg Surveillance - August 26, 2015

David Pearl was a recent guest host on Bloomberg Surveillance with Tom Keene. He spoke about long-term investing in a volatile market and China's economic growth slow down and how it effects the global economy. 

David Pearl featured on Bloomberg Surveillance - August 26, 2015
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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 Forbes Online – August 10, 2015

David discusses Epoch's core investment philosophy and how we try to take advantage of inefficiencies within the market. 

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David Pearl on Money Talk - February 18, 2015

David Pearl, Epoch's Co-CIO and Portfolio Manager, speaks with Kim Parlee about the U.S. economy's sustainable recovery and the structural changes we are experiencing within employment, including a technology revolution and a protracted rebound in wages. David also highlights three stocks within economically sensitive sectors that we believe will benefit from these trends. 

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