Fundamental Free Cash Flow Driven Team

  • "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 J. Booth, CFA
    Managing Director, Chief Investment Officer and Portfolio Manager

Investment Team

  • Kera Van Valen, CFA
    Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
  • Michael Jin, CFA
    Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
  • Lin Lin, CFA
    Managing Director, Head of Quantitative Research and 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: