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Company Overview
Epoch Investment Partners was founded in April 2004 by experienced professionals who foresee a significant change in both the drivers of investment returns and the structure of investment management firms. Following almost 20 years of expanding P/E ratios, interest rates are poised to begin rising, thereby eliminating P/E ratios as the major driver of total equity returns as was the case over the 1980-2000 period. Free cash flow and its intelligent use for shareholder value creation will replace earnings as the dominant explanatory variable of investment returns. In addition, dividend yield will regain its historical role as a significant contributor to total return. Whereas clarity of investment processes has always been relevant to investors, a similar demand will be made of an investment firm's business practices.
In view of the events that occurred at the turn of this century reflecting inadequate institutional oversight at the corporate, accounting, and regulatory levels, greater transparency of conduct and business processes are required. As a result, we chose to become a public company with all of its rigorous disclosure requirements. There can be no greater transparency requirement than that of being public. We are a well capitalized and stable firm composed of experienced people. As of June 30, 2008, approximately 52% of our firm was owned by active employees and directors. This widespread employee ownership is an important part of our business plan and we believe that it directly binds employees with our client's interests.
Our Point of View
We foresee a desire for clients to place funds with experienced, accomplished professionals within a firm that has the following characteristics:
A client first focus
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Pursuit of best practices in all of its business aspects
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Widespread employee ownership
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A transparency of employee behavior as evidenced in the firm's code of ethics
A substantial capital base
As you examine our philosophy, our products, and our professional staff, we hope you will agree with us that there is no better time than now to begin a new investment firm without legacy issues — a new “epoch” in the investment business.
Case for Boutique Investment Firms
William W. Priest - Managing Director,
Chief Executive Officer & CIO
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© 2008 Epoch Investment Partners, Inc.