TDAM | Spotlight

Now is the time. Take advantage of global opportunities.

Global financial markets are vast with lots of opportunities for mispriced and undervalued securities, providing access to the entire spectrum of industries and business models that drive the global economy.
Global equity markets continue to exhibit strong momentum, building off of the strong performance in 2023.
Global economic indicators are also inflecting upward, and there are signs that we may be in the early to mid-cycle stage of a conventional economic cycle which bodes well for risk assets.
Corporate fundamentals remain healthy as the largest corporations in the world have demonstrated their ability to navigate a high interest world. After bottoming out in early 2023, earnings and cash flows are trending up in many sectors.

Solution Spotlight

TD Active Global Enhanced Dividend ETF

Discover a global equity strategy that balances growth and income.

TD Global Equity Focused Fund

A focused global portfolio of high-quality businesses that compound cash flows.

TD Active Global Enhanced Dividend ETF

Global Equities

Gain exposure to a portfolio of high-quality companies worldwide, managed by a team with a history of outperformance.

Total Return Focus

Clients can get both income and capital appreciation in the long term.

Active Option Writing

Proprietary and actively managed option overlay strategies enhance income yield.

Advance Diversification

Risk is further diversified by identifying the sources of cash flow generation.

TD Global Equity Focused Fund

Global Focus

Global equity exposure with the flexibility to dynamically shift the geographic mix.

Advanced Diversification

In addition to a traditional sector approach, the Fund's risk is further diversified by Global cash flow sources.

Downside Protection

A Portfolio of high-quality businesses that compound earnings and cash flows is expected to outperform with less volatility.

Flexible Toolkit

Active currency hedging and option overlay program offers the flexibility to help tactically reduce risk and enhance income through volatile times.

Why Chose TDAM

An Extensive Global Equities Line-Up

TDAM offers over 50 Global Equity solutions including mutual funds and exchange-traded funds (ETFs)

Deep Technical Skills

Gain access to the same sophisticated portfolio management expertise as institutional investors, who choose TDAM through extensive research and due diligence

Scale

TDAM is one of Canada's largest money managers. Our clients range from pension funds to endowments, and high net worth to retail clients.

Experience

Tracing its roots back to the 1980s, TDAM has refined its equities, alternative investments, and fixed income strategies over decades, providing a wholistic view of global markets with a focus on robust portfolio management and diversification.

Our Numbers*

Retail mutual fund assets

$168 billion

Investors

3 million

Assets managed by TD Asset Management

$461 billion

* Aggregate statistics are as of June 30, 2024 for TDAM and Epoch Investment Partners, Inc.

Identifying great businesses and investing at opportune times.

At TD Asset Management Inc. (TDAM), our Public Equities investment team firmly believes in active management, anchored by a fundamentals-focused investing philosophy that is rigorously supported by quantitative analysis.

At the heart of our process are three fundamental beliefs:

We believe the underlying value of any business is its cash flow generation
The market oscillates between over and underestimating future cash flows based on short-term signals
We capitalize on this with deep fundamental research married to a rigorous process and imaginative thinking

Meet the Team

In this Meet the Public Equities Team video, we introduce you to Justin Flowerday, Vitali Mossounov, Monica Yeung, Benjamin Gossack, and Damian Fernandes. Learn more about their unique backgrounds, what drew them to the investment world, and their typical day as a portfolio manager or analyst.