Liquid income focused strategy able to invest opportunistically across a global universe of companies targeting high and sustainable real yields with flexibility to invest across the capital structure, including dividend focused equities, hybrid securities, and senior or subordinated corporate debt. Suitable for Australian tax paying entities with tax optimisation by targeting fully franked dividends where relevant.
Long-only Global listed equity strategy with a mid-large cap bias, investing in 15-30 companies providing unique exposure to some of the world’s highest quality companies across the industrial lifecycle, led by management teams with a history of creating wealth for shareholders (Wealth Creators).
Long-only Global listed equity strategy with a small-mid cap bias, investing in ~90-100 companies providing unique exposure to some of the world’s emerging wealth creators, led by management teams with a history of creating wealth for shareholders (Wealth Creators).
Long-only Australian listed equity strategy with a small-mid cap bias, investing in a diversified portfolio of 40-50 companies listed outside the S&P/ASX 50, considered to be Australia’s emerging leaders that are achieving consistently high or improving real economic returns (Wealth Creators) providing access to niche and emerging trends and markets.
Targeted suite of TWC investment porfolios across the risk spectrum
Long-only Global listed equity strategy with a small-mid cap bias, investing in ~90-100 companies providing unique exposure to some of the world’s emerging wealth creators, led by management teams with a history of creating wealth for shareholders (Wealth Creators).
Domicile
Global
Benchmark
MSCI World Small Cap Index
Lon-only equity strategy with a small-mid cap bias, investing in some of Australia’s emerging leading wealth creators that are achieving consistently high or improving real economic returns (Wealth Creators) providing access to niche and emerging trends and markets.
Domicile
Australia
Benchmark
S&P/ASX Small Ords
Liquid defensive income focused strategy targeting high and sustainable real yields with flexibility to invest across the capital structure. Suitable for Australian tax paying entities with tax optimisation by targeting fully franked dividends where relevant
Domicile
Australia, United States
Benchmark
Cash
Long-only Global listed equity strategy with a mid-large cap bias, investing in 15-30 companies providing unique exposure to some of the world’s highest quality companies across the industrial lifecycle, led by management teams with a history of creating wealth for shareholders (Wealth Creators)
Domicile
Global
Benchmark
MSCI World
1Performance is representative of fully auditable paper portfolio (gross of fees in AUD) as at 30th April 2024, 2Performance, net of fees & franking credits in AUD as at 30th April 2024, 3Preferential seed investor terms available.
