EPHC-Epoch Holding Stock Research, Ratings, and Analysis

Epoch Holding (ephc) Stock Research

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HOLD

SWOT Statistics ephc SWOT Analysis

Strengths + Opportunities = 0

Threats + Weaknesses = 0

Add your knowledge to the Epoch Holding SWOT analysis.

Generic Strategy ephc Generic Strategy

Narrow Scope

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None

Uniqueness

Low Cost

Generic strategies categorize companies by the scope and the strength of their business. Epoch Holding does not have a definable strategy, therefore, it risks losing out to firms that concentrate on one particular competitive advantage. (read more).

Company Description: Epoch Holding Corporation doing is a publicly owned investment manager which manages equity portfolios and mutual funds for its clients. It primarily serves investment companies, high net worth individuals, corporations, retirement plans, mutual fund clients, pension and profit sharing plans, endowments, and foundations. Epoch invests in value stocks of mostly small-cap and mid-cap companies. The firm benchmarks the performance of its domestic portfolios against the Russell indices and the performance of its global small cap portfolio against the S&P/Citigroup Extended Market Index and the Europe Pacific Asia Composite. Update

Market Research Update

Financial Industry Research & Analysis: The financial services industry includes companies whose sales come from the management of money for individuals and institutions. Financial services companies include banks, insurance companies, brokerage, wealth management, and credit card companies. Financial Trading Strategy: The financial industry is sensitive to economic cycles. However, financial service companies increase quickly out of recessions, because interest rates tend to be low. Look for undervalued financial investments during economic recessions when stock prices are low and sell financial investments during the late stages of a bull markets when stock prices are high. The global economy is currently in a recession, therefore, it is the perfect time to purchase financial investments. Upward sloping stock charts and financial news may indicate a selling opportunity while the opposite means that stocks are becoming undervalued.

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