A Q2 Equity Roundtable with the Portfolio Managers - Part Two
The conversation with the portfolio manager continues in part two. Ben and Damian speak to the portfolio construction process and Ben reveals his true feelings about covered call strategies.
TDAM Talks · damian fernandes, Jose Alancherry, ben gossack
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Show Notes
Given the exceptional strength of the equity market in the second quarter, the global indices inching towards all-time highs and the growing dissonance in investors' market perceptions, our portfolio managers have a plethora of engaging topics to discuss. Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Benjamin Gossack, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q2 roundtable chat on the equity market.
In this second part of the chat, our portfolio managers are taking a deep dive into the philosophy behind portfolio construction and the comprehensive value creation process.
Highlights include:
Portfolio construction: Looking beyond the top ten holdings
Value creation process leading to outperformance
TD Active Global Enhanced Dividend ETF's five-year growth journey: A stable strategy driven by an alternative thought process
Art and science of writing options in the evolving market structure
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
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