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 PLC128.58 USD-0.98
AMETEK Inc99.34 USD-1.20
Baxter International Inc92.67 USD-0.42
BB&T Corp54.85 USD-0.83
BlackRock Inc557.00 USD-1.75
Boeing Co330.38 USD-1.75
Celgene Corp  
Chubb Ltd163.75 USD0.37
CVS Health Corp71.51 USD-0.60
Honeywell International Inc179.88 USD-0.45
Ingersoll-Rand PLC145.64 USD-0.25
JMP Group LLC3.25 USD0.93
Johnson & Johnson149.93 USD1.05
Morgan Stanley52.42 USD-2.47
Nordstrom Inc40.54 USD-1.31
PepsiCo Inc145.85 USD0.48
Target Corp117.01 USD-1.06
TJX Companies Inc63.31 USD-0.88
UnitedHealth Group Inc301.43 USD-0.23
Wells Fargo & Co47.70 USD0.76

About Author

Sonita Horvitch

Sonita Horvitch