Epoch Investment Partners, Inc.

Epoch Investment Partners is an investment management company that was established in 2004 in New York City. The company focuses on locating unvalued companies or other missed opportunities, looking for strong management, financial transparency, and consistency in its investment decisions and believing that the “growth of free cash flow, and the intelligent use of that cash flow, represent the best predictor of long-term shareholder return.” Epoch Investment Partners utilizes a free cash flow generation model with an emphasis on portfolio risk management. The company utilizes earnings, dividends and P/E multiples as its primary determinants for returns on equities, although the latter indicator is not as useful as it was in the past due to low stock interest rates. Epoch Investment Partners provides its services to a variety of clients around the world including corporations, foundations, public funds, endowments, high net worth individuals, investment entities, state and municipal government agencies, charities, and pension and profit sharing plans. The company’s investment teams contains experienced investment professionals that average over two decades of experience, emphasizing a “rigorous investment criteria and research, combined with an integrated risk management process and a robust infrastructure” to conduct its operations. Epoch Investment Partners utilizes a fundamental analysis to create and manage its portfolios and keeps the majority of its research in house. Through its research, the company invests in public equity and value stocks on a global basis and the three main sectors that it has current assets vested in include the financial, services, and technology sectors, which together make up over half of its total assets. Epoch Investment Partners provides a variety of products and services including managing separate equity strategies, mutual funds, and variable annuities. The company is currently an acting subsidiary of TD Bank US Holdings and has approximately $43 billion in total assets under management. Some of the strategies that Epoch Investment Partners offers include Global Choice, U.S. All Cap Value, Global Absolute Return, and International Small Cap.