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."

    William J. Booth, CFA
    Managing Director, Chief Investment Officer and Portfolio Manager

Investment Team

  • Kera Van Valen, CFA
    Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
  • Michael Jin, CFA
    Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
  • Lin Lin, CFA
    Managing Director, Head of Quantitative Research and Portfolio Manager, TD Epoch
  • Tom Callahan
    Managing Director, Client Portfolio Management, TD Epoch

Insights from the team

Investment Insights

March 19 2025

Is the Health Care Sector Healthy?

Podcast 27 min listen

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch

Tim Wengerd, CFA, Director, Research Analyst, TD Epoch

AI is the New Macro

August 30 2023

AI is the New Macro

Thought leadership 20 min read

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

Investment Insights

August 17 2023

Quarterly Investment Update: Dude Where's My Recession

Thought leadership 10 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

See more Insights

Our Strategies

Investment Styles: