The SEC’s Form ADV provides useful information on an investment advisor’s services, strategies, fees and risks. We provide Parts 1 and 2A of our Form ADV here for transparency and for your convenience.
The information contained on this website is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. The information contained on this website is believed to be accurate as of the date submitted, and is subject to change. Any performance information referenced on this website represents past performance and is not indicative of future returns. Any projections, targets, or estimates on this website are forward looking statements and are based on Epoch’s research, analysis, and assumptions made by Epoch. There can be no assurances that such projections, targets, or estimates will occur and the actual results may be materially different. Other events were not taken into account in formulating such projections, targets, or estimates may occur and may significantly affect the returns or performance of any accounts and/or funds managed by Epoch. To the extent this website contains information about specific companies or securities including whether they are profitable or not, they are being provided as a means of illustrating our investment thesis. Epoch’s clients may or may not have owned these securities at the time this material was prepared or is accessed by the reader. References to specific companies or securities Epoch’s clients own or may have owned are not a complete list of securities selected for clients and not all securities selected for clients in the past year were profitable.