"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."
Fundamental Free Cash Flow Driven Team
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Managing Director, Co-Chief Investment Officer and Portfolio Manager
At a Glance
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Record of superior relative and risk-adjusted returns.
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Fundamental strategies bolstered by data and technology.
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Risk management integrated with the investment process to minimize unintended risks and reduce volatility.
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Seasoned team of investment professionals averaging more than 20 years of experience.
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Focus on building meaningful relationships with clients to help them achieve their investment goals.
Investment Team
Insights from the team
Investment Insights
May 01 2020
Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch; William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch
October 31 2023
Steven Bleiberg, Managing Director, Portfolio Manager, TD Epoch; William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch
March 14 2021
Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch; William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch