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."

    Managing Director, Co-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




Insights from the team

Investment Insights

August 08 2019

Podcast 21 min listen

Steven Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Kevin Hebner, PhD, Managing Director, Global Portfolio Management, TD Epoch

Investment Insights

January 24 2020

Podcast 23 min listen

Moderator: Steven Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Speaker: Bill Booth, Co-CIO and Portfolio Manager

Investment Insights

February 21 2020

Podcast 22 min listen

Steven Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Nigel Frankson, CFA, Director, TD Epoch

Our Strategies

Investment Styles: