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Epoch Announces AUM Of $12.8 Billion And Other Firm Updates

Epoch Investment Partners, Inc. (" Epoch" or the "Company"), a leading investment manager and investment adviser and the sole operating subsidiary of Epoch Holding Corporation (Nasdaq: EPHC), today announced that its assets under management ("AUM") were approximately $12.8 billion as of September 30, 2010, an increase of 13% from $11.3 billion as of June 30, 2010.

“My colleagues and I are proud of Epoch’s emergence over the last six years as an investment firm with whom institutions want to partner to manage their assets,” said William W. Priest, the Company’s Chief Executive Officer. “Our focus on investing in companies with strong free-cash-flow generation, that use it appropriately to benefit shareholders, has produced attractive relative and risk-adjusted returns.” Mr. Priest added, “The transparency and integrity of our investment philosophy continues to resonate with investors looking to meet their long-term needs.”


Epoch has added resources to its investment management and client relations teams. These actions are part of Epoch’s ongoing commitment to ensure its organization is structured to deliver continued superior long-term investment results and client service.

The non-U.S. portfolio management team has been expanded to enhance support for Epoch’s global investment strategies. Eric Citerne, a senior analyst with Epoch’s global team, will join Emily Baker as Co-Portfolio Manager of the International Small Cap strategy. In addition, experienced international analysts Josepha Kaufman and Michael Jin have joined Epoch’s non-U.S. team. Most recently, Kaufman was a senior analyst at MFP Investors and Jin was a senior analyst at Alliance Bernstein.

The Client Relations team has added John Reynolds and Clive Gershon. Reynolds oversees consultant relations and Gershon leads marketing and partnerships with sub-advisory relationships. Their appointments strengthen Epoch’s ability to connect with institutional clients and investment consultants. Reynolds, with 26 years’ experience, previously held roles with TD Asset Management, BNY Mellon Asset Management and Brown Brothers Harriman. Gershon brings 27 years’ marketing and client service experience. He previously held roles with Capital Guardian and J.P.Morgan Asset Management.

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