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

Vox Populi: In 2017 the Eurozone Will Bend, But Not Break

The rise of populist political parties, a lack of progress on key reforms and tight fiscal policies will present challenges for the euro zone and its lackluster economy in 2017. In our latest paper, CEO and Co-CIO Bill Priest and Investment Strategist Kevin Hebner discuss these issues and the implications for investors. 

Read the Paper>

Vox Populi: In 2017 the Eurozone Will Bend, But Not Break

Bill Priest on Consuelo Mack Wealthtrack

Bill Priest appeared on Wealthtrack with Consuelo Mack, where he discussed how technology is revolutionizing business and investing.

Watch Video>

Bill Priest on Consuelo Mack Wealthtrack

Free Cash Flow Works and the Capital Reinvestment Strategy

Epoch believes that a company's ability to generate free cash flow determines its value and how it allocates that free cash that determines whether the value rises or falls.
In Free Cash Flow Works we examine the first part of this statement and discuss why free cash flow matters more than earnings? Read the Paper >
In The Capital Reinvestment Strategy we cover the second part and demonstrate how companies grow their value through reinvestment. Read the Paper >

Free Cash Flow Works and the Capital Reinvestment Strategy
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

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 >

See More >

Bill Booth Appears on BNN’s Money Talk

Portfolio Manager Bill Booth was interviewed by Kim Parlee on BNN's Money Talk. He discussed potential market reactions to the U.S. elections and the outlook for Europe following Brexit and with its own contentious elections coming up.

Click to Watch >

See More >

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