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All products are created in a manner consistent with our firm's investment philosophy. At Epoch, we desire to produce superior risk adjusted returns by building portfolios of businesses with outstanding risk/reward profiles without running a high degree of capital risk. We analyze a business in the same manner a private investor would in looking to purchase the entire company and only invest in those businesses we understand and where we have confidence in their financial statements. We seek businesses that generate "free cash flow" and securities that have unrecognized potential yet possess a combination of above average yield, above average free cash flow growth, and/or below average valuation.
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| 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.
Partners and Directors own 56% of our Company. |
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| Our goal is to produce
an efficient portfolio on a risk/return basis. At
the heart of portfolio construction is diversification.
We diversify across attractive sectors, limit individual
holding sizes, and have a strict sell discipline
with low portfolio turnover. If we have identified
a "good business" at a "good price," time is our
ally as patient investors. |
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