Viewpoints by Kera Van Valen, CFA, Portfolio Manager at Epoch Investment Partners

Kera is a managing director, portfolio manager, and senior research analyst with Epoch Investment Partners. Her primary focus is Epoch’s U.S. and global equity shareholder yield strategies; previously, she was an analyst with the firm's quantitative research and risk management team. Before joining Epoch in 2005, Kera was a portfolio manager at Columbia Management Group, where she was responsible for the management of two index funds, and had previously worked at Credit Suisse Asset Management. Kera earned a B.A. from Colgate University, an M.B.A. from Columbia University’s Graduate School of Business, and holds the Chartered Financial Analyst designation.
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Growing free cash flow: the key to sustainable equity shareholder yield
Some yield-oriented equity strategies focus on buying stocks with high dividend yields. However, the emphasis should be on dividend sustainability and growth; the shareholder yield investor can’t simply set it and forget it.
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Dividend stocks: a source of value in today’s richly valued market
Dividend-paying stocks hold unique appeal in today’s valuation-rich global equity market, given their record of generating above-average performance with below-average volatility relative to the broad market.
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