Given the exceptional strength of the equity market in the second quarter, the global indices inching towards all-time highs and the growing dissonance in investors' market perceptions, our portfolio managers have a plethora of engaging topics to discuss. Join Damian Fernandes, Managing Director, Portfolio Manager, TD (TSX:TD) Asset Management Inc. (TDAM), Benjamin Gossack, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q2 roundtable chat on the equity market.
In this second part of the chat, our portfolio managers are taking a deep dive into the philosophy behind portfolio construction and the comprehensive value creation process.