ABOUT US EPOCH INSIGHTS INVESTMENT APPROACH STRATEGIES & RESULTS IN THE NEWS

Epoch Capital Markets Outlook - April 9th, 2014

Equity markets experienced a good deal of churn in the first quarter as investors processed an enormous amount of conflicting data and ushered in a new leader of the U.S. Federal Reserve.  The most significant themes continue to be the disparity of growth expectations and the ongoing effects of monetary policy.  Bill and David will discuss these persistent issues and their implications on global markets.

Epoch Capital Markets Outlook - April 9th, 2014

Money Talk with Bill Priest

In this one on one interview with Bill Priest on Money Talk, Bill speaks to Kim Parlee about his outlook on capital markets, shareholder yield and the 9% solution.

Money Talk with Bill Priest

Epoch’s Quarterly Investment Update

Bill gives his views on the influence quantitative easing is having on global equity markets.

Epoch’s Quarterly Investment Update
left corner

We are global equity investors with a distinct perspective on the long-term drivers of shareholder return.

Upper Right Corner Shadow
lower left cornerlower right corner
left corner

OUR INSIGHTS

See All Insights >


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.

Upper Right Corner Shadow
lower left cornerlower right corner
left corner

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."

Learn more >

Upper Right Corner Shadow
lower left cornerlower right corner
left corner

IN THE NEWS

Art of Successful Investing

Bill Priest speaks to Barron's about finding good investment opportunities in a slow growth world. View Video >

Bill Priest on Consuelo Mack WealthTrack

Bill Priest, featured on Consuelo Mack WealthTrack, speaks about his view on searching for shareholder yield in a wide universe and where he is seeing opportunities now.

View Video >

Subscribe to Email Alerts

Stay up to date on Epoch's Insights, white papers and news.

Upper Right Corner Shadow
lower left cornerlower right corner