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, Portfolio Manager, and U.S. Region Head, TD Epoch

Investment Team

  • William Booth, CFA
    Managing Director, Chief Investment Officer, Portfolio Manager, and U.S. Region Head, TD Epoch
  • Glen Petraglia, CFA
    Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
  • Nikolay Petrakov, CFA
    Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
  • Wayne Lin
    Managing Director, Portfolio Manager, TD Epoch

  • 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

Insights from the team

June 24 2026

Play New TD Video

20 Years of Shareholder Yield: Our Investment Philosophy and Process in Action

Thought leadership 8 minutes
Investment Insights

March 24 2026

The Death of Software is Greatly Exaggerated

Thought leadership 10 minutes
See more Insights

Our Strategies

Investment Styles: