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Kera Van Valen at the Reuters Global Investment Summit
Boring is Amazing for Steady Returns
Shareholder Yield Portfolio Manager Kera Van Valen participated in the Reuters Global Investment 2019 Outlook Summit. She discusses the strategies’ focus on companies that consistently generate free cash flow and return that cash to shareholders and why we take “boring” as a compliment when it comes to Shareholder Yield.
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David Pearl: Discusses the Return of Price Discovery on Bloomberg Surveillance
David Pearl describes how the market has favored companies with growth over profitability, how index funds have abetted their rise, and where he sees value in the market today. The momentum of these stocks will eventually subside. With continued transition from QE to QT, he describes an environment that Epoch characterizes as “the return of price discovery.” Listen in, as David argues that banks have not been getting the credit they deserve for their continued profitability and returning capital to shareholders.
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