New York-based Epoch Investment Partners, an investment manager and investment adviser managing long-only and absolute return portfolios, has announced that its assets under management
New York-based Epoch Investment Partners, an investment manager and investment adviser managing long-only and absolute return portfolios, has announced that its assets under management were approximately USD5.7bn as of 31 March, an increase of six per cent from USD5.3bn at the end of last year.
‘We are delighted to announce assets under management growth in a quarter in which nearly all equity markets experienced double digit negative returns,’ says chief executive William W. Priest (pictured).
‘Our increased assets are the result of above-benchmark performance, combined with several new mandates, particularly in our US large cap value service. Our global product set, including international small cap and our global concentrated portfolios, experienced additional inflows, and our award-winning Global Equity Shareholder Yield Fund continued to outperform.
‘We are well-positioned for a marketplace that appears to be returning to a ‘back to basics’ approach. Our focus on free cash flow analytics that emphasizes intelligent applications of corporate cash flows – through cash dividends, share repurchases, debt paydowns, internal reinvestment options, and acquisitions – should continue to produce superior investment returns at lower risk for our clients.’
The Company’s current product offerings include US Large Cap Value; US Small Cap Value; US SMID Cap Value; US All Cap Value; Global Small Cap; Global Absolute Return; Global Equity Shareholder Yield; Global All Cap; and International Small Cap.
