ABOUT US EPOCH INSIGHTS INVESTMENT APPROACH STRATEGIES & RESULTS IN THE NEWS
left corner

STRATEGIES & RESULTS

U.S. Value

Seeks superior total and risk-adjusted returns by investing in U.S. large-cap companies

Learn more >

U.S. All Cap Value

Seeks superior total and risk-adjusted returns by investing in U.S. companies across the market-cap spectrum

Learn more >

U.S. Small Cap Value

Seeks superior total and risk-adjusted returns by investing in U.S. small-cap companies.

Learn more >

U.S. SMID Cap Value

Seeks superior total and risk-adjusted returns by investing in U.S. small- and mid-cap companies.

Learn more >

U.S. Choice

Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of U.S. companies.

Learn more >

U.S. Equity Shareholder Yield

 Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility 

Learn more >

Global Equity Shareholder Yield

Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility

Learn more >

Global Choice

Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of companies worldwide.

Learn more >

Global Absolute Return

Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of global companies

Learn more >

Non-U.S. Equity

Seeks superior total and risk-adjusted returns by investing in companies based outside the U.S.

Learn more >

Non-U.S. Equity Shareholder Yield

Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility

Learn more >

International Small Cap

Seeks superior total and risk-adjusted returns from a diversified portfolio of non-U.S. small-cap companies

Learn more >

Global Small Cap

Seeks superior total and risk-adjusted returns from a diversified portfolio of global small-cap companies

Learn more >

Global Equity Capital Reinvestment

Seeks superior total and risk-adjusted returns by investing in companies that reinvest in their business to grow free cash flow.

Learn more >

Schedule of Fees >

Upper Right Corner Shadow
lower left cornerlower right corner