• Our International Equity Capabilities

International Equity






Jeff Tiefenbach, CFA

Managing Director & CIO, Public Equities,
TD Greystone Asset Management

Responsibilities:
Leads the Public Equities Team; portfolio management; member, Asset Strategy Team

Equity Strategy: Lead, Global Equity and International Equity

Career began: 1993
At TD Greystone: 2005

Previous experience:
Vice-President, U.S. Equities, Phillips, Hager & North; Vice-President, Global Equities, Phillips, Hager & North; Analyst, Global Equities, Phillips, Hager & North; Investment Analyst, Equities, Crown Life Insurance; Investment Analyst, Fixed Income, Crown Life Insurance

Education:
BA (Hons), Business Administration, University of Western Ontario; Chartered Financial Analyst

Location: Regina

 


We believe a cohesive team that identifies companies with positive business momentum, high profitability and reasonable valuations can generate desired results for clients.

Jeff Tiefenbach, CFA
Managing Director & CIO, Public Equities, TD Greystone Asset Management


Fund Snapshots: 
International Equity Fund | International Income & Growth Fund

Why TD Greystone Asset Management

TD Greystone’s cohesive public equities team constructs and maintains a concentrated portfolio of sustainably growing businesses, using a thoughtfully structured process to deliver long-term value for our clients. Using a proprietary blend of screening, fundamental analysis, and team-based portfolio decision-making, the TD Greystone public equities team has earned appealing returns while carefully managing risk. Two variants of our process are available for clients to use depending on their investment objectives and risk appetites: our growth-oriented International Equity Fund and our income-oriented International Income & Growth Fund.

TD Greystone Asset Management Macro to Micro

TD Greystone Asset Management Macro to Micro

In this article, we highlight how our three-step investment process focuses attention on companies with sustainable and diverse business momentum drivers, regardless of what point in the cycle we are in. Through this approach, we provide examples of companies we invest in that are less impacted by what could be sustained wage growth inflation.

Read more about Inflation and the Impact on Public Equities »

The information is that of Greystone as of Oct 31, 2018 or earlier. As of Nov 1, 2018, Greystone now operates as TD Greystone Asset Management.

What Growth Means to TD Greystone Asset Management

What Growth Means to TD Greystone Asset Management

Our Public Equities investment team takes you behind the scenes to better understand the team’s active management and growth style of TD Greystone’s public equities franchise.

Learn more about TD Greystone's growth style »

The information is that of Greystone as of Oct 31, 2018 or earlier. As of Nov 1, 2018, Greystone now operates as TD Greystone Asset Management.

Philosophy

A company’s stock price reacts positively to growth in earnings and cash flow.

Indicators of sustainable earnings growth appear at the company level before they impact stock prices.

Concentrated portfolios, diversified across industries and geographic regions, deliver the most impact.

Process

Our rigorous bottom-up selection process seeks sustainable earnings growth characteristics and incorporates them into a concentrated portfolio of companies across international (i.e. non-Canadian & non-U.S.) industries and geographic regions. We use a three-step investment process that combines screening of companies for high impact growth characteristics; qualitative analysis of the top-ranking companies; and team decision-making for portfolio construction and risk management. Our concentrated portfolios have high impact growth characteristics that apply regional, sector and single stock risk controls to ensure diversification. Our International Equity mandate holds 30-60 names, while our International Income & Growth mandate holds 20-30 names.

 

 

Looking for a Multi-asset Class Solution Investment Partner? inquiries@greystone.ca

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