Chief Executive Officer & Co-Chief Investment Officer
Bill co-founded Epoch in 2004 and is the Chief Executive Officer, Co-Chief Investment Officer, and Portfolio Manager of the company’s global equity investment strategies. He is also the architect of the Shareholder Yield strategies. In addition, Bill leads the Investment Policy Group, a forum for analysing broader secular and cyclical trends that Epoch believes will influence investment opportunities.
He is the author of several published articles and papers on investing and finance, including the book Shareholder Yield: New Priorities for the Global Investor, which details the underpinnings of Epoch’s investment approach.
Bill holds the Chartered Financial Analyst designation, is a former CPA and a graduate of Duke University and the University of Pennsylvania Wharton Graduate School of Business.