Oakville, Ontario, February 8, 2008 – TWP & Company (TWP), an independent boutique investment management company specializing in North American core equities, announces their funds will be available through BMO Nesbitt Burns, Research Capital, Richardson Partners, National Bank Financial and other NBCN dealers and coming soon to other bank owned major IDA firms.
By expanding their distribution through the best Investment Advisory firms in the industry, TWP & Company's Funds will be available to high net worth investors through advisors they partner with. John Wood, President & CEO of TWP says "we specialize in fulfilling high net worth investors' need for superior returns. Our objective is to provide them with consistent, attractive, risk-adjusted returns with lower correlations to the equity markets."
TWP's investment approach is based on the fact that the shares of companies that produce consistent growth in profitability are more likely to produce superior returns for their shareholders. TWP captures this with their proprietary "Disciplined Growth" investment process. It combines the rigorous discipline of quantitative investment analysis with the business judgment of TWP's partners. Disciplined Growth is the framework in which their valuation processes identify stocks of companies with long-term profitable records not recognized by the market.
"This expansion enables "high net worth investors to optimize the risk-adjusted returns of their portfolios by including TWP managed Funds in their portfolio allocation" according to Lily Van, VP Sales at TWP.
"We believe our Disciplined Growth process will develop significant returns for our clients. For example, TWP Canadian Stock Fund, a big cap fund, generated a 17.0% return in 2007. The TWP Canadian Performance Fund is a mid cap portfolio and it did 34.5% last year. These results compare favourably to the TSX's 9.8% return for the same period of time. TWP Canadian Small Co. Growth is a small cap portfolio and it did 13.4% last year, which compares well to the BMO Small Cap Index's 2% return. Our U.S. Stock portfolio did -1.8% in Canadian dollars last year versus the S&P 500's C$ return of -10.5%. The results speak for themself."
TWP plans to continue to broaden their distribution in the high net worth arena primarily through senior Investment Advisors who specialize in serving high net worth investors.
TWP is an independent boutique investment management company that was formed to produce above average returns for High-Net-Worth Individuals, Foundations, and Institutional investors. For More Information Contact:
For More Information Contact:
John Wood
Chairman
(905) 337-2227 ext. 203
Email John
Tailored Financial Solutions
…RESULTS DRIVEN