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

Investment Insights

March 19 2026

In Defense of Active Management

Thought leadership 25 min. read

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch

Macro

June 26 2023

Why Has the U.S. Economy Been So Resilient?

Thought leadership 20 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

See more Insights

Our Strategies

Investment Styles: