STRATEGIES & RESULTS
U.S. Value
Seeks superior total and risk-adjusted returns by investing in U.S. large-cap companies
U.S. All Cap Value
Seeks superior total and risk-adjusted returns by investing in U.S. companies across the market-cap spectrum
U.S. Small Cap Value
Seeks superior total and risk-adjusted returns by investing in U.S. small-cap companies.
U.S. SMID Cap Value
Seeks superior total and risk-adjusted returns by investing in U.S. small- and mid-cap companies.
U.S. Choice
Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of U.S. companies.
Global Equity Shareholder Yield
Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility
Global Choice
Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of companies worldwide.
Global Absolute Return
Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of global companies
International Small Cap
Seeks superior total and risk-adjusted returns from a diversified portfolio of non-U.S. small-cap companies
Global Small Cap
Seeks superior total and risk-adjusted returns from a diversified portfolio of global small-cap companies
Sub-Advised Funds
Epoch directly manages assets for institutional investors and for other clients through sub-advisory arrangements in the U.S., Canada, Australia, Europe, Asia and Africa.
