Epoch Investment Team

Strategies

Explore Epoch's Strategies

  • MainStay Epoch Global Choice Fund

    Our Global Choice strategy seeks long-term capital appreciation by investing in a concentrated portfolio of 25 to 35 stocks possessing superior risk-return profiles. Companies are selected for their ability to generate free cash flow and allocate it intelligently to benefit shareholders. The strategy employs a portfolio construction process designed to reduce the volatility of returns. The portfolio combines the investment themes developed by our Investment Policy Group with high-conviction stock ideas selected by our research team that are typically present in our other strategies. The portfolio management team has latitude to invest across geographies and market capitalizations regardless of the composition of its benchmark, the MSCI World Index.

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    MainStay Epoch Global Choice Fund

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  • MainStay Epoch Global Equity Yield Fund

    Our Global Equity Shareholder Yield strategy pursues attractive total returns with an above-average level of income by investing in a diversified portfolio of global companies with strong and growing free cash flow. Companies in the portfolio possess managements that focus on creating value for shareholders through consistent and rational capital allocation policies with an emphasis on cash dividends, share repurchases and debt reduction — the key components of what we call “shareholder yield.” The portfolio generally holds between 90 and 120 stocks from equity markets worldwide, with risk controls to diversify the sources of shareholder yield and reduce volatility.

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    MainStay Epoch Global Equity Yield Fund

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  • MainStay Epoch U.S. All Cap Fund

    Our U.S. All Cap Value strategy pursues long-term capital appreciation by investing in 50 to 60 companies across the capitalization range. As fundamental investors with a long-term orientation, we select companies for their ability to generate free cash flow and allocate it intelligently to benefit shareholders. Our bottom-up security selection process is balanced with diversification and risk control measures designed to achieve below-average portfolio volatility.

     
  • MainStay Epoch U.S. Equity Yield Fund

    Our U.S. Equity Shareholder Yield strategy pursues attractive total returns with an above-average level of income by investing in a diversified portfolio of U.S. companies with strong and growing free cash flow. Companies in the portfolio possess managements that focus on creating value for shareholders through consistent and rational capital allocation policies with an emphasis on cash dividends, share repurchases and debt reduction — the key components of what we call “shareholder yield.” The portfolio generally holds between 75 to 120 stocks, with risk controls to diversify the sources of shareholder yield and reduce volatility.

     
  • MainStay Epoch U.S. Small Cap Fund

    Our U.S. Small Cap Value strategy pursues long-term capital appreciation by investing in 60 to 90 small-capitalization U.S. companies. As fundamental investors with a long-term orientation, we select companies for their ability to generate free cash flow and allocate it intelligently to benefit shareholders. Our bottom-up security selection process is balanced with diversification and risk control measures designed to achieve below-average portfolio volatility.

     

 

Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. For performance information current to the most recent month-end, visit our web site at mainstayinvestments.com.

The principal risk of investing in value stocks is that the price of the security may not approach its anticipated value or may decline in value. Mid-capitalization companies are generally less established and their stocks may be more volatile and less liquid than the securities of larger companies. Stocks of small companies may be subject to higher price volatility, significantly lower trading volumes, and greater spreads between bid and ask prices, than stocks of larger companies. Small-capitalization companies may be more vulnerable to adverse business or market developments than mid- or large-capitalization companies. Foreign securities may be subject to greater risks than U.S. investments, including currency fluctuations, less liquid trading markets, greater price volatility, political and economic instability, less publicly available information, and changes in tax or currency laws or monetary policy. These risks are likely to be greater for emerging markets than in developed markets.