Bethany Ann Caster

Analyst-Equity at

Epoch Investment Partners, Inc.

Finance

Consumer Services

Commercial Services

Profile

Ms. Bethany A. Caster, CFA MBA, is a Vice President & Research Analyst at Epoch Investment Partners, Inc. She is an Equity Research Analyst.
Her primary focus is on Epoch’s Shareholder Yield strategies.
Prior to joining Epoch in 2021, she was a research analyst on the Active Equity Strategies at Amundi Asset Management.
Before that, she held analyst positions at Sirios Capital Management and Raymond James.
She has a BA from Hobart & William Smith Colleges and an MBA from Cornell’s Johnson Graduate School of Management.

Bethany Ann Caster 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	31/12/2020

All active positions of Bethany Ann Caster

Former positions of Bethany Ann Caster

Companies	Position	End
Sirios Capital Management LP Sirios Capital Management LP Investment ManagersFinance Sirios utilizes a fundamental, research-intensive approach to identify investment opportunities, as well as potential short-sale candidates. The firm has special expertise in and tends to focus on investments in medium- to large-cap growth companies. However, they do not limit the types of investment strategies they may employ or the markets or instruments in their funds or clients invest.	Analyst-Equity	31/08/2018
ProPivotal Staffing ProPivotal Staffing Personnel ServicesCommercial Services Provides staffing services	Corporate Officer/Principal	29/06/2007
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Linked companies

Private companies	6
Raymond James & Associates, Inc. Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Sirios Capital Management LP Sirios Capital Management LP Investment ManagersFinance Sirios utilizes a fundamental, research-intensive approach to identify investment opportunities, as well as potential short-sale candidates. The firm has special expertise in and tends to focus on investments in medium- to large-cap growth companies. However, they do not limit the types of investment strategies they may employ or the markets or instruments in their funds or clients invest.	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
Hobart & William Smith Colleges Hobart & William Smith Colleges Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ProPivotal Staffing ProPivotal Staffing Personnel ServicesCommercial Services Provides staffing services	Commercial Services