EPOCH INVESTMENT Overview
Epoch Investment Partners, Inc. is an investment advisor that manages 43.6 BN dollars in regulatory AUM and has 92 employees, of which 35 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/04 to 06/31/18. The fund's latest filing disclosed 32BN in positions, representing 74% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/04 to 06/31/18. The fund's latest filing disclosed 32BN in positions, representing 74% of the manager's regulatory AUM.
EPOCH INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EPOCH INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OZRK | 17.88% | Financials | -10.58% | -3.74% | 104 | 4% | ||
| MSFT | 2.98% | Tech | 14% | 0.18% | 0 | 40% | ||
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FEATURED IN
EPOCH INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William W. Priest | Chief Executive Officer/Co-Chief Investment Officer | April-2004 |
| Timothy T. Taussig | President/Chief Operating Officer | April-2004 |
| Adam Borak | Chief Financial Officer | August-2005 |
| David N. Pearl | Executive Vice President/Co-Chief Investment Officer | February-2006 |
| David A. Barnett | Chief Compliance Officer | December-2010 |
EPOCH INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
EPOCH INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss .......................................10
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EPOCH INVESTMENT Portfolio Concentration
EPOCH INVESTMENT Location
399 PARK AVENUE
31ST FLOOR
NEW YORK, New York
UNITED STATES, 10022
31ST FLOOR
NEW YORK, New York
UNITED STATES, 10022
EPOCH INVESTMENT Contact Information
Phone Number: 212-303-7200
Fax Number: 212-202-4948
Website: http://www.eipny.com
Fax Number: 212-202-4948
Website: http://www.eipny.com
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