"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."
Record of superior relative and risk-adjusted returns.
Fundamental strategies bolstered by data and technology.
Quantitative strategies grounded in statistical theory and enriched by market experience.
Risk management integrated with the investment process to minimize unintended risks and reduce volatility.
Seasoned team of investment professionals averaging more than 20 years of experience.
Risk management integrated with the investment process to minimize unintended risks and reduce volatility.
Focus on building meaningful relationships with clients to help them achieve their investment goals.
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
January 24 2020
Moderator: Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Speaker: Bill Booth, Co-CIO and Portfolio Manager
March 06 2020
Moderator: Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Speaker: David Pearl, Co-CIO , TD Epoch
