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Epoch Investment Partners

Bill Priest on Barron’s 2016 Roundtable, Part 1: A World of Opportunities

CEO and Co-CIO Bill Priest joined eight other investment industry experts for the Barron's 2016 Roundtable. He spoke about global growth expectations, the outlook for returns in equity markets and the threat of economic and political contagion.

Bill Priest on Barron’s 2016 Roundtable, Part 1: A World of Opportunities

January 14, 2016: Epoch’s Capital Markets Outlook

Bill Priest and David Pearl, our Co-Chief Investment Officers, will discuss the macroeconomic factors that are affecting financial markets and the implications for investment portfolios in this quarter's Capital Markets Outlook webinar.

January 14, 2016: Epoch’s Capital Markets Outlook

Bill Priest featured on Asset TV -              December 9, 2015

CEO and Co-CIO Bill Priest appeared on Asset TV to explain what drives global growth and how he evaluates share repurchases.

Bill Priest featured on Asset TV -                    December 9, 2015
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We are global equity investors with a distinct perspective on the long-term drivers of shareholder return.

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OUR INSIGHTS

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Advantage from Perspective

Long-term investment success demands a focus on essential truths that are not always obvious. We focus on investing in companies with the enduring elements that create value: free cash flow and managements committed to providing positive returns to shareholders. Like the companies in which we invest, we are committed to transparency. This includes sharing our global market perspectives and insights that help drive our investment decisions.

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OUR INVESTMENT PHILOSOPHY

Investors often view a company through the prism of accounting measures such as price-to-book value and price-to-earnings ratios. Epoch adopts a different approach. Earnings growth and dividends drive shareholder returns, and they come from a single source: cash flow. We focus on companies that are growing free cash flow and allocating it intelligently.

Reinvesting cash flows in internal projects or acquisitions is preferred when those actions will generate returns above the cost of capital. Otherwise, we believe company managements should return excess cash to shareholders through dividends, share buybacks or debt repayments -- collectively known as "shareholder yield."

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IN THE NEWS

CNBC Featuring David Pearl - November 2015

David Pearl appears on CNBC to speak about the 2016 outlook and how QE has affected the markets.

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CNBC Power Lunch Featuring Bill Priest - November 2015

Bill Priest appears on CNBC's Power Lunch to discuss the 2016 outlook for global GDP growth and equity market returns.   

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