Kera Van Valen, CFA

Managing Director & Portfolio Manager

Kera is a Managing Director, Senior Research Analyst and Portfolio Manager for Epoch’s Shareholder Yield strategies, including the Grant Samuel Epoch Global Equity Shareholder Yield Funds.

Prior to joining the Shareholder Yield team, Kera was an analyst within Epoch’s Quantitative Research and Risk Management team.

Before joining Epoch in 2005, she was a portfolio manager of Structured Equities and Quantitative Research at Columbia Management Group where she was responsible for the day-to-day management of two index funds. She also worked at Credit Suisse Asset Management.

Kera received her BA in Mathematics from Colgate University and her MBA from Columbia University, Graduate School of Business.


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