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HTY 

Tax-Advantaged Global Shareholder Yield Fund 

CUSIP
 41013P749

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Managed by
Analytic Investors

Institutional boutique manager that joins sophisticated quantitative research and investment techniques with innovative trading and portfolio management strategies

Epoch Investment Partners

Manager of a unique equity strategy that seeks strong risk-adjusted returns by emphasizing companies that generate growth of free cash flow, the intelligent use of that cash flow, and strong management teams with a track record of delivering returns to shareholders, such as cash dividends, share buybacks, and debt reduction

William W. Priest, CFA
William W. Priest, CFA

Bill is the founder, CEO, and co-CIO of Epoch Investment Partners, also serving as a portfolio manager. Before the firm's founding in 2004, he was a co-managing partner and portfolio manager at ...

Fund inception
53
11
Years on fund
Years of experience
Gregory M. McMurran
Gregory M. McMurran

Greg is a chief investment officer and portfolio manager at Analytic Investors, overseeing the implementation of the firm's investment strategies and focusing on the day-to-day portfolio managem...

Fund inception
42
11
Years on fund
Years of experience

Risk disclosures