ABOUT US
OUR INVESTMENT PHILOSOPHY
Epoch’s investment approach is designed to uncover opportunities that others may miss. In our view, growth of free cash flow, and the intelligent use of that cash flow, represent the best predictor of long-term shareholder return. We look for strong company management with a commitment to financial transparency and a track record of delivering returns to shareholders.
OUR FIRM
We run our firm the way we want our portfolio companies to be run. We are a public company with broad employee ownership; we are owner-operators. Public ownership not only provides a strong capital base, it ensures transparency in all areas of our operations. Not only do we monitor the companies we follow but also the broader economic and geopolitical landscape. This perspective enables us to spot emerging trends and uncover new opportunities. Through our publications, speaking engagements and this website, we regularly share our perspectives with clients and others interested in emerging investment trends and issues.
Epoch at a glance:
- Distinct investment philosophy based on free-cash-flow generation, its allocation, and an emphasis on portfolio risk management
- Seasoned team of investment professionals averaging over 20 years of experience per person
- Broad insights on macro and fundamental investment issues
- Focus on helping our clients achieve their investment goals
- Record of superior relative and risk-adjusted returns
- Strong capital structure, robust infrastructure, and transparency of business practices
- $20.1 billion assets under management for clients around the world (as of January 31, 2012)
