In the News

In the News


In the News

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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David Pearl on Bloomberg Radio

Epoch Co-Chief Investment Officer David Pearl appeared on Bloomberg Radio where he discussed our current investment outlook, and why we use free cash flow to evaluate companies.
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David Pearl on Morningstar Canada’s U.S. Equity Roundtable

Co-CIO and Portfolio Manager David Pearl participated in Morningstar Canada’s U.S. Equity Roundtable where he discussed the U.S. economy and Epoch’s Free Cash Flow approach. He also explored our thoughts on cyclical changes in the technology sector, increased volatility in health care, the impact of interest rates on financials and valuations in the consumer sectors. Morningstar detailed the summit in a three part article series.
Part I – U.S. Economy and Technology »
Part II – Free Cash Flow and Health Care »
Part III – Financials and Consumer Sectors »

Kera Van Valen on Reuters

Shareholder Yield PM Kera Van Valen participated in the  Reuters Global Investment 2018 Outlook Summit. She discussed the shift in the technology sector that has made tech stocks viable for dividend investors. She also explored how non-tech companies have used technology to improving their productivity and ROEs.
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Uncertain times Highlight the Benefits of Active Management in Dividend Stocks

In a two part series on CNBC.com, Kera Van Valen, a portfolio manager for Epoch’s Shareholder Yield strategies, highlights the benefits of investing in dividend paying stocks in uncertain times and the importance of active management in assembling a portfolio of dividend paying stocks.
It’s a Smart Move to Invest in Dividend-paying Stocks »
Shareholder Yield Must be Supported by Growing Free Cash Flow »

Bill Booth on ticker.com

Portfolio Manager Bill Booth was interviewed by ticker.com where he discussed the foundations and investment process of the Global Choice strategy.

Kera Van Valen on Forbes.com

Shareholder Yield Portfolio Manager and Senior Research Analyst Kera Van Valen was interviewed by Wally Forbes for Forbes.com where she discussed the makeup of the shareholder yield strategy.
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Bill Priest Appears on BNN’s Money Talk

CEO, Co-CIO and Portfolio Manager Bill Priest appeared on BNN’s Money Talk with Kim Parlee where he discussed potential tax reform in the U.S. and the repatriation of cash that might follow and the impact technology is having on the capital markets.
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