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Blue Chip Growth

Stock Report: () Report Updated: Feb 08, 2016 | Print This Page

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Company Profile

Epoch Investment Partners, Inc. is a publicly owned investment manager. The firm primarily provides its services to pooled investment vehicles, typically mutual funds. It also caters to high net worth individuals, investment companies, corporations, public funds, foundations, state or municipal government entities, endowments, pension and profit sharing plans, and charitable organizations. The firm manages separate client-focused equity portfolios. It also manages equity mutual funds and variable annuity funds through sub-advisory relationships. The firm invests in the public equity markets across the globe. It invests in value stocks of companies across all capitalizations. The firm benchmarks the performance of its portfolios invested in the United States against the Russell and S&P 500 indices and the performance of its international small cap portfolio against the S&P EPAC Small Cap Index and the global absolute return portfolio against the MSCI World ex USA Small Cap and Barclays Capital U.S. Aggregate indices. It conducts in-house research to make its investments. Epoch Investment Partners, Inc. was founded in April 2004 and is based in New York City with an additional office in Sherman Oaks, California.

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