Fundamental Free Cash Flow Driven

"TD Epoch's goal is to combine human judgement and a free cash flow focus with data and technology to help our clients meet their investment goals. Our people, a cross section of experienced fundamental and quantitative investment professionals and data scientists are crucial to that goal."

William Booth, CFA

Managing Director, Co-Chief Investment Officer and Portfolio Manager, TD Epoch

Investment Team

William Booth, CFA

Managing Director, Co-Chief Investment Officer and Portfolio Manager, TD Epoch
Jeff Cino

Portfolio Manager and Director of Research, TD Epoch
Michael A. Welhoelter, CFA

President, Co-Chief Investment Officer, TD Epoch
Glen Petraglia, CFA

Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
Justin Howell, CFA

Managing Director, Portfolio Manager, TD Epoch
Nikolay Petrakov, CFA

Managing Director, Portfolio Manager and Senior Research Analyst TD Epoch
Wayne Lin

Managing Director, Portfolio Manager, TD Epoch
John Miller, CFA

Managing Director, Client Portfolio Manager, TD Epoch

Kera Van Valen, CFA

Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
John M. Tobin, PhD, CFA

Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
Michael Jin, CFA

Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
Michael A. Welhoelter, CFA

President, Co-Chief Investment Officer, TD Epoch
Lin Lin, CFA

Managing Director, Head of Quantitative Research and Portfolio Manager, TD Epoch
Tom Callahan

Managing Director, Client Portfolio Manager, TD Epoch

David J. Siino, CFA, CAIA

Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
Steven D. Bleiberg

Managing Director, Portfolio Manager, TD Epoch
Michael A. Welhoelter, CFA

President, Co-Chief Investment Officer, TD Epoch
Lin Lin, CFA

Managing Director, Head of Quantitative Research and Portfolio Manager, TD Epoch

Justin Howell, CFA

Managing Director, Portfolio Manager, TD Epoch
Stephen Salzone, CFA

Director, Portfolio Manager and Research Analyst, TD Epoch
Victor Anthony

Director, Portfolio Manager and Research Analyst, TD Epoch
Michael A. Welhoelter, CFA

President, Co-Chief Investment Officer, TD Epoch
Wayne Lin

Managing Director, Portfolio Manager, TD Epoch
John Miller, CFA

Managing Director, Client Portfolio Manager, TD Epoch

Insights from the team

Macro

January 20 2023

Watchlist for the Market Bottom

5 min read

Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch

Macro

June 29 2023

Dedollarization and the Rise of the RMB as a Global Currency: Part II

20 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Macro

January 13 2023

From Rates Fears in 2022 to Earnings Fears in 2023

5 min read

Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch

See more Insights

Our Strategies

Investment Styles: