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 Booth, CFA
    Managing Director, Chief Investment Officer and Portfolio Manager

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.

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

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

Investment Team

  • William Booth, CFA
    Managing Director, Chief Investment Officer and Portfolio Manager, TD Epoch
  • Jeff Cino
    Jeff Cino, Director, Head of Research, 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
    Wayne Lin, Managing Director, Portfolio Manager, TD Epoch

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

  • Stephen Salzone, CFA
    Steve Salzone, CFA, Director, Portfolio Manager & Research Analyst, TD Epoch
  • Victor Anthony
    Victor Anthony, Director, Portfolio Manager and Research Analyst, TD Epoch
  • Wayne Lin
    Wayne Lin, Managing Director, Portfolio Manager, TD Epoch

Insights from the team

Investment Insights

September 21 2022

Play New TD Video

The Resurgence of Nuclear Power Generation

Podcast 27 min listen

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

Michael Jin, CFA, Managing Director, Portfolio Manager, Senior Research Analyst, TD Epoch

Investment Insights

September 28 2021

Managing a Portfolio Through a Pandemic

Podcast 25 min listen

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

David Siino, CFA, CAIA, Managing Director, Portfolio Manager, Senior Research Analyst, TD Epoch

See more Insights

Our Strategies

Investment Styles:
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