TWIN FOCUS CAPITAL Overview

Twin Focus Capital Partners Llc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 20 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 144MM in positions, representing 10% of the manager's regulatory AUM.

TWIN FOCUS CAPITAL StockAlpha

-5.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TWIN FOCUS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 14.92% ETF 5.23% 0.07% 0 10%
IEMG 7.71% ETF -3.71% -0.68% 0 4%
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FEATURED IN
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TWIN FOCUS CAPITAL Founders and Key Employees

Name Title In Position Since
Paul Karger Managing Member / Chief Compliance Officer June-2006
Wesley Karger Managing Member June-2006
John Pantekidis Chief Legal Officer September-2014

TWIN FOCUS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

TWIN FOCUS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Primary Methods of Analysis
TwinFocus relies primarily on a proprietary combination of fundamental and technical methods of analysis, employing both top-down macroeconomic and bottom-up microeconomic analytical approaches.

TwinFocus’ investment process begins with a proprietary top-down analysis of the global macroeconomic environment (all performed in-house), scouring the globe to discern favorable structural trends to invest and segregating those trends to avoid while identifying key tactical or cyclical opportunities. These efforts allow the firm to develop global themes and biases, based on demographic, geopolitical and geo- economic considerations.

Once TwinFocus is satisfied that it has identified the key themes it wants to exploit or avoid, it begins a bottom-up microeconomic analysis on the different investment vehicles, strategies and instruments to be used to implement ...
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TWIN FOCUS CAPITAL Portfolio Concentration

TWIN FOCUS CAPITAL Location

75 PARK PLAZA
SECOND FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116

TWIN FOCUS CAPITAL Contact Information

Phone Number: 617-720-4500
Fax Number: 617-275-8649
Website:

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