U.S. Equity roundtable: Part 3

In search of healthy returns

Sonita Horvitch 20 February, 2015 | 6:00PM

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 PLC103.25 USD-0.70
AMETEK Inc100.71 USD-1.58
Baxter International Inc82.97 USD0.79
BB&T Corp39.16 USD-0.25
BlackRock Inc556.92 USD1.55
Boeing Co161.14 USD-3.81
Celgene Corp  
Chubb Ltd117.42 USD0.33
CVS Health Corp59.57 USD1.99
Honeywell International Inc168.70 USD-0.96
Ingersoll-Rand PLC122.96 USD-1.53
JMP Group LLC2.34 USD-3.70
Johnson & Johnson149.18 USD1.37
Morgan Stanley50.08 USD-0.34
Nordstrom Inc14.48 USD-3.08
PepsiCo Inc131.47 USD-1.30
Target Corp148.82 USD0.82
TJX Companies Inc56.02 USD0.14
UnitedHealth Group Inc308.02 USD1.00
Wells Fargo & Co25.13 USD0.08

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Sonita Horvitch

Sonita Horvitch  

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