ABOUT US EPOCH INSIGHTS INVESTMENT APPROACH STRATEGIES & RESULTS IN THE NEWS
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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 are a firm of experienced investors with a collaborative and client-focused culture. Our purpose is to help our clients achieve their investment objectives. If our clients win, we win. We are committed to transparency with respect to our business practices as well as our investment philosophy and methodology. 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
  • $41.8 billion assets under management for clients around the world (as of June 30, 2014)
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