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Income investing in the world's best companies
Автор: Livewire Markets
Загружено: 2025-06-18
Просмотров: 487
Описание:
Portfolio manager Kera Van Valen says she targets companies with growing free cashflow to return to investors as dividends.
You can read a summary of this interview here: https://www.livewiremarkets.com/wires...
Time Codes
0.00 - Introduction
0.21 - Kera's role at Epock
1.41 - Epoch's research team and investment process
2.05 - The fund's targeted return and portfolio size
3.05 - The fund's geographic and sector weightings
3.42 - What qualities Epoch looks for in stocks
4.40 - Macro views on tariffs
5.30 - 2025 performance
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