U.S. Equity roundtable: Part 3

In search of healthy returns

Sonita Horvitch 20 February, 2015 | 6:00PM
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Editor's note: This week's coverage of our U.S. Equity roundtable concludes today with the portfolio managers discussing some of their holdings in five major sectors of the world's largest equity market.

The panellists:

David Pearl, executive vice-president, co-chief investment officer and head of U.S. equities at New York-based Epoch Investment Partners, Inc., which manages assets for Toronto-based TD Asset Management Inc. and CI Investments Inc. Funds managed include Epoch U.S. Large-Cap Value under the TD Asset Management banner and CI American Value.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Allegion PLC141.63 USD0.30Rating
AMETEK Inc131.49 USD0.05Rating
Baxter International Inc82.67 USD-1.08Rating
BlackRock Inc889.59 USD-2.21Rating
Boeing Co214.63 USD0.19Rating
Chubb Ltd180.75 USD-0.66Rating
CVS Health Corp84.81 USD-0.85Rating
Honeywell International Inc219.67 USD-0.91Rating
JMP Group LLC7.46 USD0.13
Johnson & Johnson164.72 USD-0.42Rating
Morgan Stanley102.34 USD-0.68Rating
Nordstrom Inc28.15 USD4.24Rating
PepsiCo Inc153.85 USD-1.39Rating
Target Corp245.67 USD0.63Rating
TJX Companies Inc70.47 USD1.42Rating
Trane Technologies PLC186.04 USD-0.50Rating
Truist Financial Corp55.60 USD0.03Rating
UnitedHealth Group Inc417.60 USD0.02Rating
Wells Fargo & Co46.31 USD-0.72Rating

About Author

Sonita Horvitch

Sonita Horvitch  

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