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

In Town Hall, the Shareholder Yield investment team address topical questions about the strategy and investment environment

DATE TITLE
March 02 2017 Town Hall March 2017

In this edition, we explore:

  • Key takeaways from 2016
  • How the strategy incorporates macro factors in its bottom up process
  • The potential impact of tax reform
  • Qualcomm in light of recent news
  • Outlook for 2017
December 22 2016 Town Hall December 2016

In this edition, we explore:

  • Opportunities created by volatility
  • The strategy's view on M&A
  • Impact of the U.S. election
  • Yield stocks in a rising rate environment
  • Utilities in a rising rate environment
September 19 2016 Town Hall September 2016

In this edition, we explore:

  • Valuations
  • Dividend Yield Levels
  • Dividend and Share Buyback Sustainability
  • Trends in the Buyback Space 
June 15 2016 Town Hall June 2016

In this edition, we explore:

  • Market volatility 
  • Portfolio changes
  • Downside protection
  • Opportunities created by volatility
February 29 2016 Town Hall February 2016

In this edition, we explore:

  • Lessons learned from 2015
  • The strategy's energy exposure
  • Opportunities in the tech sector
  • 2016 outlook  
November 23 2015 Town Hall November 2015

In this edition, we explore:

  • The impact of earnings on the components of shareholder yield
  • Record M&A activity
  • Increased market volatility
  • The strategy's investment screen
  • The value of share buy backs
August 19 2015 Town Hall August 2015

In theis edition we explore:

  • Equity valuations and their relationship to the strategy
  • China's currency devaluation
  • How interest rates might impact the strategy
  • Closed positions during the quarter
  • The strategy's historical beta
  • The utilities sector
May 20 2015 Town Hall May 2015

In this edition, we explore:

  • Finding yield in a low yield environment
  • Financials sector exposure
  • How currency movements can impact the strategy
  • The strategy's sell discipline
March 18 2015 Town Hall March 2015

In this edition, we explore:

  • Yield strategies in the current environment
  • Record level of cash on corporate balance sheets
  • Portfolio companies that have raised their dividends
  • The strategy's historically low beta
  • How lower oil prices could affect the strategy
  • Highlighted portfolio holdings
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