Innovative solutions.

Equity Solutions


Consistency of approach

We collaborate with independent equity research teams to develop a comprehensive perspective on risk and reward.

Disciplined risk management

Our large Risk Management Team is separated from investment functions which helps safeguard client assets.

Client-centric focus

The size of our operations creates efficiencies and those benefits are incorporated into client objectives.

Julien Palardy, CFA

Managing Director

Leads the Quantitative Equity Team. Responsible for the modelling, research and management of various quantitative strategies, including low volatility equitites.

Jeff Tiefenbach, CFA

Managing Director

Oversees portfolio management for fundamental equities including U.S. equity, International equity and Global equity.

Alfred Li, CFA, FRM

Vice President & Director

Lead Portfolio Manager for TD China Income & Growth strategy and Co-Lead Portfolio Manager for the TD International equity strategy.

Contact our Relationship Management Team

We have the expertise, tools and resources to build customized segregated solutions designed to meet specific Institutional client needs.

Low Volatility Equities

We work to deliver the best available risk-adjusted returns across multiple solutions by combining the science of quantitative investment, the judgement of our broad portfolio management team, and the highest quality data.

Institutional literature

Why invest in low volatility equities?

  • We expect to deliver market-like returns with strong down-market outperformance
  • While many investors haven’t been rewarded for up to a third of their equity market risk, we aim to only take on risk that is compensated
  • The quantitative nature of our strategy allows us to offer it at a lower cost than traditional active investment management

Fundamental Equities

Core: We seek out companies that have demonstrated superior earnings growth, positive business momentum and sustainable profitability while ensuring we do not overpay for these growth characteristics.

Income & Growth: Our strategy focuses on income. We seek mature companies with attractive dividend yields. A key distinction is that we emphasize predictable profitability and rising earnings to support the income stream, and often capital appreciation of higher stock prices.

Institutional literature

Key Features

  • Disciplined bottom-up investment process that generates alpha though security selection
  • Blending quantitative screening with qualitative analysis
  • Consistency in income and high-impact growth characteristics—including superior earnings growth, positive business momentum and sustainable profitability

Visit Epoch's website to view more equity strategies

Epoch Investment Partners, Inc. (Epoch) manages a variety of investment strategies, with different investment objectives. Each strategy is an application of Epoch's free-cash-flow oriented process and rigorous risk management framework.

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