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William J. Booth

William J. Booth

William J. Booth is the director of non-U.S. research and a global portfolio manager and equity research analyst at Epoch Investment Partners. Bill joined Epoch in 2009 from PioneerPath Capital, a long/short equity hedge fund, where he was a consumer and retail analyst. Prior to PioneerPath, he was a senior analyst at Level Global where he focused on the consumer and industrial sectors. He also held an equity research position at Louis Dreyfus Commodities and was a credit analyst with Citigroup. Bill holds a BS in chemical engineering from Yale University and an MBA from New York University's Leonard N. Stern School of Business. He holds the CFA designation.

Citywire Rating: Not Rated

not rated

2015

  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2018

  • J
  • F
  • M
  • A

sector performance

funds managed

fund total return standard deviation max drawdown
MainStay Epoch Global Choice Fund;I 14.2 % 11.1 -8.4 %

League Table - Rank 10/23 (2nd quartile)

rank Manager Return
8 Jeffrey A Everett 8. Jeffrey A Everett 14.4%
8 Erik Esselink 8. Erik Esselink 14.4%
10 William Priest 10. William Priest 14.2%
10 Michael A. Welhoelter 10. Michael A. Welhoelter 14.2%
10 David N. Pearl 10. David N. Pearl 14.2%
10 William J. Booth 10. William J. Booth 14.2%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 -3.4%
2017 28.2% 8.5% 7.2% 5.5% 4.5%
2016 -1.9% -1.7% -0.4% 2.3% -2.0%
2015 -1.3% 3.6% -0.7% -9.4% 5.8%
2014 1.1% -0.8% 2.4%

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