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Epoch Investment Partners

The Impact of Passive Investing on Market Efficiency

In our latest paper, Portfolio Manager Steve Bleiberg and Co-CIOs Bill Priest and David Pearl explore in detail, the impact that passive investing has had on market efficiency and what active managers must do to in such an environment.

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The Impact of Passive Investing on Market Efficiency

Bill Priest on Barron’s 2017 Investment Roundtable

For the second straight year, CEO and Co-CIO Bill Priest joined eight other investment industry experts for the Barron's 2017 Roundtable. He spoke about the components of equity return, global growth expectations, interest rate expectations and their impact on valuations.

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Bill Priest on Barron’s 2017 Investment Roundtable

Technology is the New Macro

CEO Bill Priest appeared on CNBC Pro where he discussed a wide range of topics including the influence of technology on employment, margins and payout ratios.

Technology is the New Macro (watch segment)>>

Technology is the New Macro
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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

Bill Priest on Barron’s 2017 Roundtable

For the second straight year, CEO and Co-CIO Bill Priest joined eight other investment industry experts for the Barron's 2017 Roundtable. He spoke about the components of equity return, global growth expectations, interest rate expectations and their impact on valuations.

Read More>

See More >

David Pearl Appears on Money Talk 11.16

Co-CIO and Portfolio Manager David Pearl was interviewed by Kim Parlee on BNN's Money Talk. He discussed America's economic health and how investors should approach the U.S. elections.

America's Economic Health >

U.S. Elections >

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