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David N. Pearl

David N. Pearl

David N. Pearl 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, David was a managing director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for institutional and private client assets. Previously, he held senior portfolio management positions at ING Furman Selz Asset Management and Citibank Global Asset Management where he managed mutual funds and institutional accounts. Prior to Citibank, David was an officer and senior analyst of BEA Associates, predecessor to Credit Suisse Asset Management -Americas. David holds a BS in Mechanical Engineering from the University of Pennsylvania and an MBA from The Stanford University Graduate School of Business.

Citywire Rating: Not Rated

not rated

2014

  • D

2015

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • 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 0.7% -1.9% 1.1% -0.8% 2.4%
2013 3.9% 8.9% 8.5%

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