"Our focus starts with our clients, who are at the center of our decision-making process. We take a team-based approach in delivering solutions to help clients achieve their long-term goals. Passion drives us, backed by a robust risk discipline. These are keys as we seek to navigate market cycles, grow our clients' wealth, and protect their capital."
Team of experienced investment professionals with more than 20 years of experience collaborating to uncover true value.
Independent credit research team developing internal credit ratings.
Large fundamental equity research team providing comprehensive perspective on risk and reward.
Robust risk management culture which increases personal accountability and maintains the integrity of our processes.
Proven macroeconomic expertise in navigating market cycles to grow our clients' wealth.
Client-centric focus. The size of our operation creates efficiencies and benefits which are incorporated into client objectives.
Investment Insights
December 31 2021
Glenn S. Davis, CFA, Managing Director, Epoch Investment Partners, Inc.; Dennis Woessner, CFA, CAIA, Vice President & Director, Epoch Investment Partners, Inc.
April 28 2023
Karen Ko, MBA, CFA, Vice President and Director, Client Portfolio Manager, TDAM
