Public Equities Investments Team

  • "We believe in owning high quality companies with solid balance sheets and strong financial performance. This focus on quality is what helps our clients confidently pursue their goals for growth."

    Managing Director, Head of Fundamental Equities

At a Glance

  1. Record of superior relative and risk-adjusted returns.

  2. Fundamental strategies bolstered by data and technology.

  3. Quantitative strategies grounded in statistical theory and enriched by market experience.

  4. Risk management integrated with the investment process to minimize unintended risks and reduce volatility.

  1. Seasoned team of investment professionals averaging more than 20 years of experience.

  2. Risk management integrated with the investment process to minimize unintended risks and reduce volatility.

  3. Focus on building meaningful relationships with clients to help them achieve their investment goals.


Investment Team


  • Managing Director, Head of Institutional Client Portfolio Management team
  • Vice President & Director, Institutional Client Portfolio Management



  • Managing Director, Head of Fundamental Research and Lead Portfolio Manager, U.S. Funds

Insights from the team

Investment Insights

August 08 2019

21 min listen

Moderator: Steve Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Speaker: Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch

Investment Insights

June 20 2022

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch

Investment Insights

March 01 2022

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Nikolay Petrakov, CFA, Managing Director, Senior Research Analyst, TD Epoch; Glen Petraglia, CFA, Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch

 

Our Strategies

Investment Styles: