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Epoch Investment Partners was founded in April 2004 by experienced professionals (including Bill Priest, David Pearl, Tim Taussig, and Phil Clark) who foresee a significant change in both the drivers of investment returns and the structure of investment management firms. Following almost 20 years of expanding P/E ratios, interest rates are poised to begin rising, thereby eliminating P/E ratios as the major driver of total equity returns as was the case over the 1980-2000 period. Free cash flow and its intelligent use for shareholder value creation will replace earnings as the dominant explanatory variable of investment returns. In addition, dividend yield will regain its historical role as a significant contributor to total return. Whereas clarity of investment processes has always been relevant to investors, a similar demand will be made of an investment firm's business practices.

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