Kera Van Valen, CFA, co-Portfolio Manager of the Grant Samuel Epoch Global Equity Shareholder Yield Funds, was recently interviewed by Forbes.

In this piece, Kera discusses the Global Equity Shareholder Yield Strategy and talks about three stocks that have the team at Epoch excited right now…

“…to put some perspective in what “quite excited right now means”–is that we do have a long-term objective. We typically have a 20% to 30% turnover within the portfolio, so we do love to hold investments within the portfolio for four, five, or six years.”

To read the article, click here.

GSFM

GSFM focuses on creating strong alliances with high calibre investment managers, in Australia and overseas, which offer quality investment strategies not available to Australian retail and institutional investors. Today, our portfolio spans global, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.