In the News

In the News


In the News

Kera Van Valen on Institutional Investor

Shareholder Yield Portfolio Manager Kera Van Valen discusses why the changing market is making it more vital for investors to optimize dividend income. As investors can no longer rely on expanding multiples to drive returns, they’re seeking companies with profits and excess cashflow.

BILL PRIEST JOINS BARRON’S ROUNDTABLE TO DISCUSS 2023 PROSPECTS

Our Executive Chairman and Co-CIO Bill Priest was interviewed along with nine other investment professionals to compare their thoughts on the year ahead. Collectively, they scored the markets and dug deep to find 26 companies, both familiar and obscure, whose shares are poised to shine in the year ahead.

John Tobin on Yahoo Finance Live

Shareholder Yield Portfolio Manager John Tobin joins Yahoo Finance Live to discuss the September jobs report, the outlook for the stock market, defensive stocks, mega cap tech stocks, and slowing consumer demand.

Bill Booth on MoneyTalk Live

Co-CIO and Portfolio Manager Bill Booth discusses the recent U.S. Federal Reserve rate hikes, the Fed’s pledge to continue raising rates to fight inflation, and why investors may want to refocus on earnings growth and dividends to generate the bulk of their returns in equity markets going forward.

Kera Van Valen on Moneytalk Live

Shareholder Yield Portfolio Manager Kera Van Valen discusses the outlook for dividend paying stocks and provides insights on investing for shareholder yield across a variety of sectors.

John Tobin on CFA Institute Guiding Asset Podcast

Shareholder Yield Portfolio Manager John Tobin spoke with Mike Walberg, the host of CFA Institute’s “Guiding Assets” podcast, to discuss the state of dividends and “equity duration,” and what that means for dividend payers versus non-dividend payers in a rising rate environment.

John Tobin in Livewire Q&A

In this Q&A, Tobin shares his thoughts on the sell-off in tech, as well as why he is investing in semiconductor stocks as his preferred play. He also outlines the outlook for dividends through to 2023, and explains why he believes it is unlikely that China will invade Taiwan.

John Tobin in Barron’s

Comments made by Shareholder Yield Portfolio Manager John Tobin were included in a Barron’s article. In the article, John shares his thoughts on one overlooked investment metric — shareholder yield — which comprises of cash dividends, share repurchases and debt reduction.

Bill Priest on Barron’s Roundtable

Every January, Barron’s gathers the members of its Investment Roundtable to discuss their market outlooks and investment ideas. This year, the members of the Roundtable, including Epoch, Executive Chairman and Co-CIO explored inflation and interest rates as well as pinpointing sectors they believe will be investment champions this year.
Read more »

John Tobin on BNN Money Talk

Shareholder Yield Portfolio Manager John Tobin was recently interviewed on BNN Money Talk about “equity duration” and what that means for dividend payers versus non-dividend payers in a rising rate environment.
Read more »