Our Commitments

  1. Best-of-breed global businesses, free-cash-flow growth, conviction-driven portfolio

  2. Evidence based fundamental research using quantitative inputs

  3. High quality characteristics

  1. Process driven; outcome oriented

  2. Organization structure built around scale and specialization

  3. Demonstrated results

Why TDAM Fundamental Equities

Our Competitive Advantage — People, Approach & Results

  • People

    • Deep bench of 40+ Investment Professionals
    • Independent Research by Specialists for every Sector
    • Leverage scale and networks for 500+ management meetings annually

  • Approach

    • Statistical Data Analysis Rooted in Fundamentals
    • Active ESG risk analysis and engagement with corporates
    • Continuous cycle of Innovation leveraging proprietary tools and methodologies

  • Results

    • $80B+ Assets under Management
    • 19 Funds with ★★★★ or higher rating from Morningstar1
    • 80% of Funds with a long-term track record of 1st or 2nd Quartile1 performance

1 Morningstar peer group ratings are the overall ratings provided for all funds managed by the team with at least 3 years of history.

  • Comprehensive Industry Coverage

  • Quantitative & Qualitative Analysis

  • Distinct & Repetitive Process

  • Collaborative Culture

  • Continuous Talent Development

  • Strong Risk-Adjusted Returns

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