September 28, 2021
Epoch has the whole world of dividends at its feet. It is currently invested in the likes of Microsoft and Samsung, as well as US pharmaceutical company AbbVie and German insurer Allianz. But its strategy is not just to chase the big names, rather diversify aggressively in order to reap the reward of underlying yields.
“I’d say the kind of market environment that we’re operating in today is one that is still broadly led, and it’s no longer the market environment where the only stocks to own are the FAANG stocks,” said John Tobin, portfolio manager of Epoch’s Global Equity Shareholder Yield fund.
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