Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. is an independent, global asset management firm headquartered in New York, NY. Founded in 2004, Epoch offers institutional and individual clients a range of equity investment strategies. With approximately 177 employees as of 2025, Epoch is registered as an investment adviser and provides portfolio management solutions for a diverse client base, including pension funds, endowments, foundations, and retail investors.
Investment Strategy
Epoch Investment Partners focuses on fundamental research-driven active management in global equity markets. Their approach emphasizes free-cash-flow analysis, seeking companies with strong capital allocation, sustainable returns, and the ability to generate shareholder value through dividends, buybacks, and responsible reinvestment. Epoch pursues a disciplined process designed to provide downside protection while delivering consistent long-term value to clients.
Top Holdings
Equity Positions (277)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 2.85% | $551.5M | 747,177 | $238.86 | $738.09 | +$89.3M |
M MSFT | MICROSOFT CORP | 2.79% | $540.0M | 1,085,665 | $170.87 | $497.41 | +$104.5M |
A AVGO | BROADCOM INC | 2.27% | $439.5M | 1,594,345 | $42.72 | $275.65 | +$164.8M |
J JPM | JPMORGAN CHASE & CO. | 2.07% | $399.8M | 1,378,918 | $137.01 | $289.91 | +$7.9M |
A AMZN | AMAZON COM INC | 1.35% | $260.5M | 1,187,294 | $156.20 | $219.39 | +$73.9M |