John Birkhold

TWC’s investment ethos is the culmination of John’s over three decades of experience demystifying global equity markets and generating value for clients via an evidence-based economic return and industrial lifecycle framework.

Prior to founding TWC, John spent 12 years with Origin Asset Management as a Partner and a member of a four-person Portfolio Manager team managing approximately $5 billion in assets across five global long-only equity strategies. At the time of John’s departure, all five Origin strategies had outperformed their respective benchmarks since inception in 2005.

John was one of the original partners in Chicago-based HOLT Value Associates, joining in 1998, which was acquired by CSFB in 2002. He was promoted to Managing Director for Credit Suisse with responsibility for all of CS HOLT’s non-US activities based out of London. Over his 17-year career with HOLT, John was instrumental in enhancing and evolving HOLT’s highly regarded proprietary CFROI framework while working closely with over 100 institutional investment firms across five continents.

One of John’s notable clients was London-based Investec Asset Management, where he played a pivotal role in helping develop and deploy the evidence-based 4Factor investment process. The senior 4Factor investment team later left Investec to found Origin Asset Management in 2005. Recognizing the value of their innovative approach, John reconnected with his former colleagues in 2009 and moved back to Sydney to establish Origin’s Australia office in 2010.

John started his career in 1988 as an Equity Analyst for the Chicago-based Ameritech Pension Fund. He holds an MBA in Finance from the University of Chicago, an ME in Systems Engineering, and a BS in Systems Engineering with a minor in Computer Science from the University of Virginia.