TD Asset Management (US) Inc.

TD Asset Management Inc. has appointed TD Asset Management (US) Inc. as the sub-adviser for certain strategies in Canada.

TD Asset Management (US) Inc. (TDAM US) manages a variety of investment strategies with different investment objectives, but they share a common philosophy centered on our belief that the generation and allocation of free cash flow represents the best predictor of shareholder return. TDAM US believes that the ability of a company to generate free cash flow makes the business worth something and how management allocates a firm’s free cash flow determines whether the value of the business rises or falls. TDAM US also believes that the effective use of data will play a critical role in the evolution of the asset management industry, and this evolution is at the core of its fundamental investment strategies.

At A Glance

Record of superior relative and risk-adjusted returns.
Fundamental strategies bolstered by data and technology.
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.

TD Asset Management (US), Inc. Operating Group

William Booth, CFA

Managing Director, Chief Investment Officer, Portfolio Manager and U.S. Region Head, TD Asset Management (US), Inc.
Jason S. Root, CIPM

Managing Director, Head of Performance Measurement and Portfolio Implementation
Robert Scalzo

Managing Director, Head of Operations, TD Asset Management (US), Inc.
Maryanne Sharkey, CPA, CGMA

Managing Director, Finance and Administration
Dennis Woessner, CFA, CAIA

Vice President & Director, Portfolio Research, U.S. Fixed Income

TD Epoch strategies

Investment Styles:

TD Asset Management (US), Inc. Investment Team

William J. Booth, CFA

Managing Director, Chief Investment Officer, Portfolio Manager and U.S. Region Head, TD Asset Management (US), Inc.
Glen Petraglia, CFA

Managing Director, Portfolio Manager and Senior Research Analyst
Nikolay Petrakov, CFA

Managing Director, Portfolio Manager and Senior Research Analyst
Wayne Lin

Managing Director, Portfolio Manager

Kera Van Valen, CFA

Managing Director, Portfolio Manager and Senior Research Analyst
Lin Lin, CFA

Managing Director, Head of Quantitative Research and Portfolio Manager, TD Asset Management (US), Inc.
Michael Jin, CFA

Managing Director, Portfolio Manager and Senior Research Analyst

David J. Siino, CFA, CAIA

Managing Director, Portfolio Manager and Senior Research Analyst
Steven D. Bleiberg

Managing Director, Portfolio Manager
Lin Lin, CFA

Managing Director, Head of Quantitative Research and Portfolio Manager, TD Asset Management (US), Inc.

Stephen Salzone, CFA

Director, Portfolio Manager and Research Analyst
Victor Anthony

Director, Portfolio Manager and Research Analyst
Wayne Lin

Managing Director, Portfolio Manager

TD Asset Management (US), Inc. is registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Visit our Legal page for more information and important disclosures.