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Kera van Valen
Analyst-Equity at
Epoch Investment Partners, Inc.
Profile
Ms. Kera van Valen, CFA MBA, is a Managing Director, Portfolio Manager & Senior Research Analyst at Epoch Investment Partners, Inc. She is a portfolio manager for TD Epoch's Equity Shareholder Yield strategies.
Prior to joining the Shareholder Yield team, Ms. van Valen was an Analyst within Epoch’s Quantitative Research and Risk Management team.
Before joining Epoch in 2005, she was a portfolio manager of Structured Equities and Quantitative Research at Columbia Management Group where she was responsible for the day-to-day management of two index funds.
She also worked at Credit Suisse Asset Management.
She received her BA in Mathematics at Colgate University and her MBA at Columbia University, Graduate School of Business.
Kera van Valen active positions
| Companies | Position | Start |
|---|---|---|
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality. | Analyst-Equity | 2004-12-31 |
Former positions of Kera van Valen
| Companies | Position | End |
|---|---|---|
BofA Global Capital Management Group LLC
 BofA Global Capital Management Group LLC Investment ManagersFinance Provides portfolio management | Corporate Officer/Principal | 2004-12-30 |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Corporate Officer/Principal | - |
Training of Kera van Valen
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
47
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance CSAM aims to drive long-term performance and positive impact beyond returns. | Finance |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance TD Epoch’s investment approach for equity strategies is based on bottom-up, fundamental research, seeking companies that can grow free cash flow and allocate it intelligently for the benefit of shareholders or have superior earnings growth. Their approach to portfolio construction for fixed income strategies is disciplined and focuses on sector allocation, yield curve analysis and credit quality. | Finance |
Colgate University
 Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BofA Global Capital Management Group LLC
BofA Global Capital Management Group LLC Investment ManagersFinance Provides portfolio management | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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