TWP & Company Announce Their One Year Performance Results

Oakville, Ontario, October 1, 2007 - TWP & Company an independent investment management company specializing in North American core equities announced their one year performance results. The results are:

  3rd Qtr. 2007 YTD Sept. 30th, 2007 Since Sept. 30th, 2006
Cdn Stock 4.13% 17.21% 39.06%
TSX TR Index 1.99% 11.22% 22.81%
 
Cdn Performance 7.30% 31.50% 65.99%
TSX TR Index 1.99% 11.22% 22.81%
 
Cdn Sm Co Growth 1.78% 15.57% 35.85%
BMO Sm Cap Index -6.06% 5.98% 15.53%
 
Global Value -8.27% -8.09% 5.29%
MSCI World Ind ($Cdn) -4.01% -4.11% 8.69%
 
US Stock Fund ($Cdn) -8.12% -0.79% N/A
SP500 ($Cdn) -4.40% -6.70% N/A

Chris Page, Chief Investment Officer says "these results confirm the back test results of TWP's "Disciplined Growth" proprietary investment management process. We spent a great deal of time, effort and capital developing an effective development process. In addition, we used to manage the partners' money over real time to test it even further. Now we are confident that we are able to produce superior returns on a sustainable basis."

John Wood, Chief Executive Officer says "I'm excited by these results. This is how I want my money managed and I am confident that other investors will find that their investment needs will be fulfilled by our ability to produce superior returns."

For More Information Contact:

John Wood
Chief Executive Officer
E-Mail John Wood

Back to Bellwether News

All historical returns are before investment management fees, but net of all administration fees and expenses, and assume reinvestments of all dividends and distributions.

The one year return for the Canadian Stock Fund and Canadian Performance Fund includes approximately 10 weeks of model performance prior to the inception date.

Canadian Small Company Growth Fund returns prior to December 2006 are the investment manager composite returns in accordance with AIMR standards and rules.

The year to date return for the US Stock Fund includes model performance prior to the fund inception date of June 30, 2007.

Global Value Fund returns prior to July 2006 are the investment manager composite returns in accordance with AIMR standards and rules