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The objective of the Fund is to achieve income, notably in the form of dividends, as well as long-term capital appreciation by investing primarily in equity and equity-related securities of companies located anywhere in the world, including emerging markets. The Fund may invest up to 100% of its net assets in foreign securities and up to 10% of its net assets in emerging markets securities. The Fund may use derivatives for hedging and non-hedging purposes. The Fund may use various instruments to reduce the global risk of the portfolio or improve its return. The Fund may use various derivatives such as options, forwards, futures contracts and swaps for the purposes of hedging against losses incurred by variations in securities values or exchange rates.
Name | Title | Since | Until |
---|---|---|---|
Aileen Gan | Chief Investment Officer - Global Equities | 2021 | Now |
Biography | Ms. Gan is a Commerce graduate from the University of Melbourne, Australia and holds a Masters of Commerce degree from the University of New South Wales, Australia. Prior to joining Mondrian in 2005, she was a consultant at Accenture, specialising in the financial services sector, firstly in Singapore and subsequently in the UK. Ms. Gan has extensive experience in developed markets working initially within Mondrian Non-US Equity Team, before her current role heading up the Global Equity team. Her research responsibilities include coverage of US, Singapore and Australian markets. Ms. Gan is a CPA (Australia) and CFA Charterholder. She is also a member of the CPA Australia, the CFA Institute and the CFA Society of the UK. | ||
Kera Van Valen | Managing Director, Portfolio Manager and Senior Research Analyst | 2018 | 2021 |
Biography | Kera is the lead portfolio manager for TD Epoch's Shareholder Yield strategies. Prior to joining the Shareholder Yield team, Kera was an analyst within the Quantitative Research and Risk Management team. Before joining the firm in 2005, she was a portfolio manager of Structured Equities and Quantitative Research at Columbia Management Group where she was responsible for the day-to-day management of two index funds. She also worked at Credit Suisse Asset Management. Kera received her BA in Mathematics at Colgate University and her MBA at Columbia University, Graduate School of Business. | ||
Eric L. Sappenfield | Managing Director | 2011 | 2018 |
Biography | Eric is a portfolio manager for Epoch’s Equity Shareholder Yield strategies. Prior to joining Epoch in 2006, he was a research analyst at Spear Leeds & Kellogg where he was responsible for credit/risk assessment. Previously, he was a senior analyst at Steinberg Priest & Sloane Capital Management, LLC focusing on high yield bonds and equities of leveraged companies. Eric’s additional experience includes senior analytical roles at The Carlyle Group, Travelers, and Bankers Trust. Eric holds a BA degree from Stanford University and an MBA from UCLA Anderson School of Management. |
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