TWC Investment Management (TWC) has announced the launch of its Select Global Wealth Creators Fund for Australian wholesale and institutional investors.

The Global Listed Equity Long-Term Strategy seeks to invest in a portfolio of 15-30 high-quality companies that are typically in the early stages of their industry life cycle and are best positioned to create wealth for their shareholders.

According to TWC, the fund aims to deliver annual excess returns of 3-4 percent over the MSCI World Index, combining an analysis of where a company is in its industry life cycle with an assessment of management’s track record of creating shareholder wealth.

The fund, which uses a rigorous, evidence-based investment process, will provide actively managed exposure to innovations in the technology, communications services, industrials, healthcare, consumer and financial sectors.

This includes holdings such as Block, Netflix, Meta and Novo Nordisk.

"As investors increasingly focus on gaining exposure to skilled management teams around the world who are best positioned to create sustainable wealth for shareholders, TWC believes now is an opportune time to launch the Select Global Wealth Creators Fund" , said John Birkhold, chief investment officer at TWC.

"Our investment philosophy focuses on identifying innovative companies, such as TSMC and Eli Lilly, with a proven track record of generating real economic returns in excess of their cost of capital, along with reasonable embedded expectations and positive near-term operating momentum."

TWC's proprietary investment approach includes a Real Return on Investment (RROI) framework that normalizes corporate performance by eliminating distortions from reported accounting statements.

It systematically classifies companies into distinct stages of their industrial life cycle, ensuring a disciplined approach to identifying management's wealth-creating skill sets.

Owen Hereford, CEO of TWC, explained that the investment approach is designed to "eliminate the biases inherent in traditional investing."

“This allows us to systematically select stocks with the highest potential to outperform and support our clients' long-term wealth creation goals. The Select Global Wealth Creators Fund specifically offers a focused, highly compelling strategy that should provide our clients with superior investment results over a full market cycle,” he said.

“We are excited to launch this fund and it represents just the beginning of what we are building at TWC.

"With our deep expertise and disciplined execution, we look forward to creating and delivering meaningful wealth creation opportunities in the family office, private wealth and institutional segments."

TWC launched in September this year with operations in both Sydney and Melbourne. Along with Hereford and Birkhold, its founding partners include Neil Carter, Cameron Sinclair, Amy Reid and Angelique Tan.

TWC's investment portfolio for wholesale and institutional investors also includes the Global Wealth Creators and Emerging Wealth Creators funds, serving investors across the risk spectrum.