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 Booth，CFA

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

Investment Team

William Booth，CFA

Managing Director, Co-Chief Investment Officer & 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 & Senior Research Analyst, TD Epoch
Justin Howell, CFA

TD Epoch管理總監兼投資組合經理
Nikolay Petrakov, CFA

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

TD Epoch管理總監兼投資組合經理
John Miller, CFA

Managing Director, Client Portfolio Manager, TD Epoch

Kera Van Valen, CFA

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

Managing Director, Portfolio Manager & 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

TD Epoch管理總監兼投資組合經理
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

TD Epoch管理總監兼投資組合經理
Stephen Salzone , CFA

Director, Portfolio Manager & 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

TD Epoch管理總監兼投資組合經理
John Miller, CFA

Managing Director, Client Portfolio Manager, TD Epoch

Insights from the team

Investment Insights

June 20 2020

Risk Model Estimation Currency and its Impact on Global Low Volatility Funds

創富之道 20 min read

Yuriy Bodjov, CFA, Vice President & Director, TD Asset Management

Investment Insights

January 21 2019

Not Good or Bad Risk, Just Low Risk

創富之道 15 min read

Yuriy Bodjov, CFA, Vice President & Director, TD Asset Management

Investment Insights

November 03 2020

The Risks of Index Concentration in Today’s Markets

創富之道 20 min read

Yuriy Bodjov, CFA, Vice President & Director, TD Asset Management

See more Insights

Our Strategies

Investment Styles: