Fund Advisers
MCLEAN BUDDEN LIMITED
Overview
TD Mutual Funds Advised
Investment Philosophy
Management Team
Adviser Reports
Overview
Based in Toronto, McLean Budden has over 60 years of investment management experience and is one of the oldest investment managers in Canada. Corporate and public pension funds, endowments and foundations, multi-employer funds, insurance companies, private investors, mutual fund investors, and money purchase funds all rely on McLean Budden Limited to manage their global investments. The firm currently has approximately C$42 billion in assets under management. The basic philosophy of McLean Budden's investment management process is to exceed the fund's objectives without incurring unnecessary risk to achieve this goal. McLean Budden is able to successfully implement their investment philosophy over time by emphasizing team research and maintaining the depth and stability of global investment expertise needed for today's investors.
TD Mutual Funds Advised
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Investment Philosophy
The Fund's portfolio of investments is underpinned by extensive fundamental research. Within the equity component of the portfolio, key criteria for security selection are earnings growth, earnings stability, financial strength, business potential and management quality.
Fixed-income management emphasizes maximizing the yield of the portfolio while maintaining high credit quality. Asset mix is managed by utilizing moderate changes in allocation according to projected returns for bonds, stocks and cash over the next 12 months. Additional diversification is gained through the selection of foreign equities to a maximum of 30% of the Fund.
Management Team
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Miranada Hubbs
Title: Executive Vice-President
Education: B.Sc., University of Western Ontario; MBA, York University
Industry Experience: Since 1995
Previous Positions: Analyst, Gordon Capital; Investment banking, Gordon Capital / HSBC
Fund(s): TD Balanced Growth Fund
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Alan Daxner
Title: Executive Vice-President
Education: B.Sc., MBA McMaster University
Industry Experience: Since 1992
Previous Positions: Senior Financial Analyst, Regional Municipality of Peel; Financial Analyst, SEI Financial Services; Vice President and Consultant, Ernst & Young Investment Advisors
Fund(s): TD Balanced Growth Fund
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Adviser Reports
Real Audio Adviser Reports
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