In the News

In the News


In the News

Bill Priest on Bloomberg Surveillance

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.
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Kera Van Valen at the Reuters Global Investment Summit

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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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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