In a year marked by geopolitical shocks, trade tensions, and persistent market volatility, Epoch Investment Partners’ Kera Van Valen explains how their disciplined focus on cash‑flow‑generative companies helped them outperform in 2025. Rather than chasing crowded AI trades, the team leaned on risk management and capital‑return fundamentals, navigating surprises like aggressive US tariffs while highlighting stocks such as CVS and Broadcom that reflect their strategy.
