Epoch Investment Partners
A firm of experienced investors with a collaborative and client-focused culture, and a distinctive investment philosophy based on the generation and allocation of free cash flow and integrated portfolio risk management.
Epoch’s investment approach is designed to uncover opportunities that others may miss based on the belief that the growth of free cash flow, and the intelligent use of that cash flow, represents the best predictor of long-term shareholder return.
The firm’s collective purpose is to help clients achieve their investment objectives. The team is committed to transparency with respect to business practices, investment philosophy and methodology. It seeks to invest in companies with strong management that have both a commitment to financial transparency and a track record of delivering returns to shareholders.
Epoch’s approach to ESG supports its mission as fiduciaries to address the interests of its clients and provide attractive, risk-adjusted returns. The investment process will incorporate ESG issues when these issues may have a material impact on either investment risk or return.
Epoch believes good governance practices and responsible corporate behaviour contributes to the positive long-term performance of companies and can help reduce investment risk.Epoch Investment Partners (TD Epoch) website
EPOCH INVESTMENT PATNERS AT A GLANCE
- Distinct investment philosophy based on free-cash-flow generation and its allocation
- Strong emphasis on portfolio risk management
- Seasoned team of investment professionals averaging over 20 years’ experience per person
- Broad insights on macro and fundamental investment issues
- A$43.2 billion assets under management for clients around the world (at 30 September 2023)
- A$10.1 billion global equity shareholder yield strategy assets under management (at 30 September 2023)