Epoch Investment Partners is a global asset management firm that provides U.S., non-U.S. and global equity strategies for institutional clients. Our investment approach is based on fundamental research, seeking companies that can grow free cash flow and allocate it allocate it intelligently for the benefit of shareholders. In our view, the growth of free cash flow, and the intelligent use of that cash flow, represents the best predictor of long-term shareholder return. We look for strong company management with a commitment to financial transparency and a track record of delivering returns to shareholders. We have a risk management process that is integrated within the investment process focusing on avoiding unintended risks.
We have a highly experienced team of investment professionals, with an average of over 20 years of experience, that work within a collaborative and client-focused culture. Our purpose is to help our clients achieve their investment objectives. If our clients win, we win.
Our Global Equity Shareholder Yield strategy pursues attractive total returns with an above-average level of income by investing in a diversified portfolio of global companies with strong and growing free cash flow. Companies in the portfolio possess managements that focus on creating value for shareholders through consistent and rational capital allocation policies with an emphasis on cash dividends, share repurchases and debt reduction — the key components of shareholder yield. The portfolio generally holds between 90 and 120 stocks from equity markets worldwide, with risk controls to diversify the sources of shareholder yield and minimize volatility.