Experienced team underpins TWC IM boutique

Former Credit Suisse HOLT managing director, John Birkhold is part of the leadership of a new funds management boutique launch in Australia – TWC Investment Management.

The company announced its launch stating it would be initially offering three funds to wholesale and institutional clients based on its proprietary investment framework which it says is underpinned by a Real Return on Investment (RROI) approach which measures corporate performance with an embedded expectations valuation approach.

Commenting on the approach, Birkhold said the goal is to break away from conventional metrics such as earnings per share (EPS) growth and Price-to-Earnings ratios.

The new boutique brings a London flavour with the chief executive being Owen Hereford who started his career at Anderson Global in Australia before moving to London, with Birkhold as Chief Investment Officer alongside former IFM Investors co-head of Global Listed Equities, Neil Carter, and former PGIM executive, Cameron Sinclair.

“Our proprietary framework, which has been refined over the past 30 years, is adept at identifying listed company wealth creators, run by exceptional management teams, across the entire industrial lifecycle spectrum.”

TWC’s investors will gain access to a range of strategies including Global and Australian focused Wealth Creator funds.

“At TWC, we are focused on setting a new standard in Australian funds management through transparency and clarity of purpose,” Hereford said

“We have the opportunity to generate lasting value for our clients by sharing key insights so that they can navigate financial markets and allocate capital in a more rational manner in order to achieve their long-term financial objectives.”