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."

    Managing Director, Co-Chief Investment Officer and Portfolio Manager

At a Glance

  1. Record of superior relative and risk-adjusted returns.

  2. Fundamental strategies bolstered by data and technology.

  3. Risk management integrated with the investment process to minimize unintended risks and reduce volatility.

  1. Seasoned team of investment professionals averaging more than 20 years of experience.

  2. 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

Thought Leadership 40 min read

Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch; William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch

Investment Insights

October 31 2023

Thought Leadership 30 min read

Steven Bleiberg, Managing Director, Portfolio Manager, TD Epoch; William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch

Investment Insights

March 14 2021

Thought Leadership 21 min read

Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch; William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch

Our Strategies

Investment Styles: