Epoch Investment Partners’ John Tobin is adamant he’s not a stock-picker, but he’s certainly backed a couple of winning global businesses over the last few years.
Having managed Epoch’s Global Equity Shareholder Yield strategy since 2012, a diversified portfolio with more than 100 positions, Tobin sticks to a strict holding policy to ensure that no one position can contribute to more than 3% of the fund’s total income target. In this Q&A with Livewire Markets, John shares his insights on dividends, tech stocks and geopolitical risk.
The views expressed are her own and do not consider the circumstances of any investor.
