Investment Managers

About Epoch Investment Partners (Epoch)

Epoch, a New York based US and global equity investment manager, was established in 2004 and is a listed public company subject to rigorous disclosure requirements. (NASDAQ listed, ticker EPHC). As of 31 December 2011, approximately 40% of Epoch’s shares are owned by the employees, executives and directors of the firm. Epoch had AUD $18.7 billion funds under management at the end of the fourth quarter 2011.

Epoch believes that focusing on free cash flow, instead of traditional valuation measures such as Price Earnings (P/E) ratios will be the key to producing superior risk adjusted returns. In addition, they expect that shareholder yield (cash dividends, share buybacks and debt reductions) will regain its historical role as a significant contributor to total return. All Epoch’s investment strategies are managed in accordance with this investment philosophy. They analyse a company in the same manner a private investor would if looking to purchase the entire company and look for companies that generate free cash flow and securities that have unrecognized potential yet possess a combination of above average yield, above average free cash flow growth, and/or below average valuation.

CEO and co-CIO Bill Priest, an industry veteran with over 45 years investment experience has a long history of providing timely perspectives on investment issues. We encourage you to peruse not only his recent research papers, but also those of other members of Epoch's investment personnel (who average over 20 years investment experience) which are available on their website www.eipny.com.

 

About Tribeca Investment Partners (Tribeca)

Tribeca was established in 1998 and is an Australian equity specialist boutique investment manager. They have a very experienced team who own a majority equity stake in the business with the remainder held by Grant Samuel Funds Management.

Tribeca specialises in managing high alpha, style neutral strategies:

• Tribeca Small Companies strategy, which is offered to the retail market as the Grant Samuel Tribeca Australian Smaller Companies Fund uses fundamental analysis and disciplined stock research to invest in a relatively concentrated portfolio of quality small cap companies.

• Tribeca Alpha Plus Fund, which is referred to in the retail market as the Class A - Grant Samuel Tribeca Alpha Plus Units, also combines quantitative stock selection with bottom up fundamental research driven stock picking. The Fund is fully equitised (having 100% equity market exposure) but can short up to 50% of the Fund and reinvest in stocks it finds attractive. This Fund targets significant outperformance against the S&P/ASX 200 index with a higher tracking error, relative to the Tribeca Core Fund.

• In 2011 Tribeca launched the Global Total Return Fund. The Fund is a diversified macro investment program which aims to reliably generate alpha over a floating cash rate.  It does this by operating several sub-strategies that invest in multiple asset classes and at wide range of time scales.  Each sub-strategy aims to be uncorrelated with the others and to major market risks on average.

For more information about Tribeca and their funds please click on the following link to Tribeca’s website www.tribecaip.com.au.

 

 

About Payden & Rygel

Payden & Rygel, headquartered in Los Angeles, is an independent global investment manager founded in 1983. Payden & Rygel is privately owned by twenty senior executives, including CEO Joan Payden who is one of the original founders. The Firm’s senior investment professionals have worked together for two decades, bringing considerable investment experience and stability to its investment process. Payden & Rygel manages over US$60 billion across more than 350 client relationships worldwide. 

Payden & Rygel offers a full array of investment strategies and solutions to a varied client base which includes public and private pension plans, government plans, corporations, insurance companies, industry funds, foundations, and high net worth individuals. These strategies include: Core Bond and Core Plus; High Yield; Global Fixed Income; Global Credit; Global Aggregate; Global Inflation Linked Bonds; and Emerging Markets, both local and U.S. dollar pay.

Payden & Rygel regularly publishes articles and information on timely investment topics, economic and market trends, investment products and issues impacting global financial markets. The Firm is dedicated to comprehensive, independent research and analysis. Payden & Rygel’s proprietary insights and analysis and the latest on markets trends can be found on their website. For more information on Payden & Rygel visit: www.payden.com.

About Grant Samuel Infrastructure Partners (GSIP)

Grant Samuel Infrastructure Partners is an independent infrastructure-focused private investment firm. The GSIP team has more than 100 years of cumulative experience in origination and operational management of infrastructure assets and finance (private equity, M&A and project finance) worldwide. Team members have broad industry knowledge and management experience and comprise executives drawn from leading investment houses and private equity firms globally.

GSIP offers the following advantages:

• key executives who are long-term seasoned industry professionals;

• management aligned to act in the best interests of investors;

• a strategic relationship with Grant Samuel.

  Click here to visit the Grant Samuel Infrastructure Partners website.