In the News

In the News


In the News

 

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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Financial Times: Epoch Founder Predicts a Technology Dividend Age

Bill Priest was recently interviewed for FTfm, where he discussed the importance of being aligned with the interests of clients, the opportunities for active equity management and the benefits and dangers of disruptive technology.

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Bill Priest in FTSE Global Markets

CEO and Co-CIO Bill Priest was featured in FTSE Global Markets. He discussed the impact of Quantitative Tightening and why higher interest rates and waning liquidity are the most significant macro risks.
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Steven Bleiberg in Investment Europe

Portfolio Manager Steven Bleiberg was featured in Investment Europe in which he discussed why Growth and Value indexes don’t necessarily measure growth or value.
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David Pearl on Money Talk

Epoch’s Co-CIO was interviewed by Kim Parlee on BNN’s Money Talk. He discussed the overall investment implications of tax reform in the U.S. and why it is not yet priced into the market. He also described how tax reform could be a windfall for tech companies.
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Kera Van Valen on Fortune 2018 Investment Roundtable

  • Are we due for a correction?
  • How will tax reform impact cap ex and payout ratios?
  • How is technology creating opportunities?

Shareholder Yield Portfolio Manager Kera Van Valen answered these questions and more in Fortune’s 2018 Investment Outlook Roundtable.
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