Epoch Global Choice Portfolio
The strategy's objective is to seek long-term capital appreciation. Portfolio managers seek to produce superior risk-adjusted returns by building a portfolio of businesses with outstanding risk/reward profiles.
Epoch utilizes an investment discipline that combines bottom-up stock research with top-down analysis to create a concentrated portfolio comprised of Epoch's highest conviction securities. The investment team analyzes companies, regardless of domicile, based on in-house research, similar to the approach taken by private investors. They invest in businesses they understand, that meet their strict Free Cash Flow criteria, and in which they have confidence in the company's management and financial strength. Emphasis is placed on those companies which Epoch believes are most likely to prosper under various economic conditions, and they focus on companies that they believe have unrecognized potential.