In the News

In the News

In the News

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, 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

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

Kera Van Valen on

Shareholder Yield Portfolio Manager and Senior Research Analyst Kera Van Valen was interviewed by Wally Forbes for 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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Bill Priest on Barron’s 2017 Midyear Roundtable

CEO and Co-CIO Bill Priest participated in Barron’s Midyear Roundtable where he gave an update on the views expressed in beginning of the year and discussed the end of QE, outlook for Europe and the impact of technology on capital markets.