In the News

In the News


In the News

 

David Pearl: Discusses the Return of Price Discovery on Bloomberg Surveillance

David Pearl describes how the market has favored companies with growth over profitability, how index funds have abetted their rise, and where he sees value in the market today. The momentum of these stocks will eventually subside. With continued transition from QE to QT, he describes an environment that Epoch characterizes as “the return of price discovery.” Listen in, as David argues that banks have not been getting the credit they deserve for their continued profitability and returning capital to shareholders.
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David Pearl: Cash Flows Rising, Trade Could Derail It All

Epoch’s Co-CIO and portfolio manager, David Pearl, talks about a capital-light world where free cash flow creates value.
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David speaks with Tom Keene on “Bloomberg Surveillance” podcast. They discuss the difference between earnings and cash flow when evaluating companies and free cash flow opportunities in the market. He also provides his market outlook on the impacts of tax reform, repatriation of cash, and trade uncertainty.
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Steve Bleiberg discusses Modern Portfolio Theory in Barron’s

Steve Bleiberg’s paper “The Limits of Modern Portfolio Theory” is featured in Barron’s “Other Voices” section. Modern Portfolio Theory (MPT) dominates investment thinking today, but the pre-MPT view of the world still holds valuable insights. Our new white paper explores the limits of MPT in aiding successful investing.

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Kera Van Valen and John Tobin on Asset TV

Kera Van Valen and John Tobin, Portfolio Managers on Epoch’s Shareholder Yield strategies discuss how current macro factors will impact companies’ ability to grow their cash flows and return cash to shareholders through dividends, share buybacks and debt reduction.
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Bill Priest on Asset TV

CEO and Co-CIO Bill Priest appeared on AssetTV where he discussed why Shareholder Yield is relevant in today’s environment. He also touched on inflation and interest rates, and the influence of fiscal policy and technology on shareholder yield in 2018.
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