The Wonderful World of Yield

In today’s evolving market, income opportunities go far beyond dividends. In this spotlight, TD Epoch’s Portfolio Manager Kera Van Valen shares how a total shareholder yield approach—combining dividends, buybacks, and debt reduction—can help uncover resilient, diversified sources of return across sectors.

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Organizational conflict is sometimes unavoidable, but not always

Organizational conflict is often inevitable however destructive conflict can be reduced by aligning stakeholders around a clear “winning aspiration” and supporting it with coherent strategy.

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Quality Investing in an AI Age: Are the Moats Really Cracking?

In this episode of Actively Speaking, host Steve Bleiberg is joined by David Siino, lead portfolio manager for Capital Reinvestment strategies, to unpack why quality investing has struggled recently despite its strong long-term track record.

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The Wonderful World of Yield
Organizational conflict is sometimes unavoidable, but not always
Quality Investing in an AI Age: Are the Moats Really Cracking?

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