Michael A. Welhoelter, CFA
Michael A. Welhoelter, CFA
President, Co-CIO, Portfolio Manager, Head of Risk Management
Mike is the President and Co-Chief Investment Officer of Epoch Investment Partners. He is also Head of Risk Management and a Portfolio Manager.
Mike is responsible for integrating risk management into the investment process. Prior to joining Epoch in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. Mike is an author (with co-authors Bill Priest and Steven Bleiberg) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology. Mike holds a BA degree in Computer and Information Science from Colgate University. He is a member of the New York Society of Security Analysts and the Society of Quantitative Analysts.
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.
