In the News
Bill Priest joined BNN’s Money Talk to discuss the ongoing trade tensions between the U.S. and China and the potential impacts this clash could have on the global economy. In addition, Bill weighs in on how “blitzscaling,” low interest rates, smart phones and social media are contributing to a booming market for IPOs.
U.S.-China ‘Cold War’ Heats Up »
Booming Market for IPOs »
John Tobin joined BNN’s Money Talk to talk about what risks to be mindful of and companies he’s looking at this earnings season. He stresses the importance of focusing on companies that are generating free cash and have transparent capital allocation policies, with dividends always being positive. Watch »
On Bloomberg Surveillance with Tom Keene, Co-CIO and Portfolio Manager David Pearl discusses how to avoid the pitfalls of value traps by investing in companies who can grow their free cash flow. He also talks about the currency dilemma within Brexit.
Growth is Secret to Free Cash Flow »
Lessons Learned from Brexit »
Bill Priest joined nine other investment industry experts for the Barron’s 2019 Roundtable. He spoke about what Epoch expects to shape markets in the coming year, including quantitative tightening, trade wars, excessive debt and challenges for liberal democracies.
While the fear of a trade war with China has riled markets in recent weeks, all leading economic indicators have been positive. Co-CIO and Portfolio Manager David Pearl joins Morning Trade Live to discuss where he sees value in the selloff.
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David Pearl featured in Barron’s
Co-Chief Investment Officer David Pearl was recently interviewed for Barron’s in which he discusses the impact of the U.S. midterm elections, sectors and stocks he’s investing in and watching closely, and why Epoch emphasizes a free cash flow investing philosophy.
Boring is Amazing for Steady Returns
Shareholder Yield Portfolio Manager Kera Van Valen participated in the Reuters Global Investment 2019 Outlook Summit. She discusses the strategies’ focus on companies that consistently generate free cash flow and return that cash to shareholders and why we take “boring” as a compliment when it comes to Shareholder Yield.
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