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 09/30/16. The fund's latest filing disclosed 27BN in positions, representing 61% of the manager's regulatory AUM.

EPOCH INVESTMENT StockAlpha

-1.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EPOCH INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 3.01% Tech 3.56% 0.19% 0 36%
PPL 2.21% Utilities -3.56% 0.02% 3 9%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

EPOCH INVESTMENT Contact Information

Phone Number: 212-303-7200
Fax Number: 212-202-4948
Website:

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