Breaking News
Get 50% Off 0
Get a powerful boost to your portfolio: July's freshest AI-picked stocks >>>
Unlock Stocks
Close

Epoch U.s. Small-mid Cap Equity Fund Institutional Class (TDUSX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Epoch US Small-Mid Cap Equity Instl historical data, for real-time data please try another search
9.87 0.00    0.00%
11/03 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 61.19M
Epoch US Small-Mid Cap Equity Instl 9.87 0.00 0.00%

TDUSX Overview

 
On this page you'll find an in-depth profile of Epoch U.s. Small-mid Cap Equity Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of TDUSX among other information.
Category

Small Blend

Total Assets

61.19M

Expenses

1%

Inception Date

41424

Contact Information

Address 31 West 52nd Street
New York,NY 10019
United States
Phone -

Top Executives

Name Title Since Until
Justin Howell Managing Director 2018 2019
Biography Justin is a portfolio manager and senior equity research analyst. Prior to joining Epoch in 2012, he spent nine years at JPMorgan Chase as a research analyst. Justin has experience in the consumer, financial services and healthcare services sectors. Previously he worked in the research department at FTN Midwest Research. Justin earned a BA in Business Administration from the University of Michigan.
Michael J. Caputo Managing Director, Portfolio Manager and Senior Research Analyst 2016 2019
Biography Michael is a portfolio manager for Epoch's U.S. Small and SMID Cap strategies. Prior to joining Epoch in 2016, Michael spent over thirteen years at Cramer Rosenthal McGlynn, most recently as a portfolio manager and senior research analyst. Before Cramer Rosenthal McGlynn, Michael was a vice president in Corporate Finance at Morgan Stanley. Michael earned a BA from the University of Notre Dame and an MBA from the University of Pennsylvania Wharton Graduate School of Business.
Michael A. Welhoelter Managing Director, Co-CIO, Portfolio Manager 2013 2019
Biography Mike is Co-Chief Investment Officer of Epoch Investment Partners. He is also Chief Risk Officer. Mike is responsible for integrating risk management into the investment process. Prior to joining Epoch in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, Mike was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management.
David N. Pearl Executive Vice President, Co–Chief Investment Officer and Portfolio Manager 2013 2019
Biography David is Executive Vice President and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s U.S. investment strategies. Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for both institutional and private client assets.
Janet K. Navon Managing Director, Portfolio Manager & Senior Research Analyst 2013 2015
Biography Janet is the director of US research and is a portfolio manager for Epoch’s U.S. Small Cap, U.S. SMID Cap and Global Small Cap strategies. Prior to joining Epoch in 2007, Janet spent nine years as a senior analyst and co-portfolio manager at Steinberg Asset Mgmt. Prior to Steinberg, she was a founding principal of Atlantic Asset Mgmt. Janet’s experience also includes investment management positions at Columbus Circle Investors and J.P. Morgan Investment Mgmt. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University, Graduate School of Business.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

TDUSX Comments

Write your thoughts about Epoch U.s. Small-mid Cap Equity Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email