TD Epoch

Focused on free cash flow and the intelligent use of data

Epoch Investment Partners Inc. manages a variety of investment strategies with different investment objectives, but they share a common philosophy centered on the belief that the generation and allocation of free cash flow represents the best predictor of shareholder return. We believe 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. We also believe that the intelligent use of data will play a critical role in the evolution of the asset management industry, and this evolution is at the core of TD Epoch's fundamental investment strategies.

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.

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

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

  2. Focus on building meaningful relationships with clients to help them achieve their investment goals.

TD Epoch Operating Committee

  • Michael A. Welhoelter, CFA
    President, Co-Chief Investment Officer, Head of Risk Management and Portfolio Manager, TD Epoch
  • William Priest, CFA
    Vice-Chair, TD Wealth, Chairman of the Board of Directors and Portfolio Manager, TD Epoch
  • David Barnett
    Managing Director, Managing Attorney and Chief Compliance Officer, TD Epoch
  • William Booth, CFA
    Managing Director, Co-Chief Investment Officer and Portfolio Manager, TD Epoch
  • Sean Collins, CFA
    Managing Director, Head of Global Institutional Business Development, TD Global Investment Solutions, TD Asset Management Inc.
  • Glenn Davis
    Managing Director, Head of the U.S. Fixed Income Team
  • Maura McNulty
    Managing Director, Institutional Distribution

TD Epoch strategies

Investment Styles:

Regulatory Disclosures

The SEC’s Form ADV provides useful information on an investment advisor’s services, strategies, fees and risks. We provide Form ADV Parts 1, 2A and Form CRS here for transparency and for your convenience.

Epoch Investment Partners, 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.