Strategies
TWIN Capital offers a diverse suite of equity strategies affording clients multiple tools to achieve their investment objectives. Over the past three decades, we’ve refined our model-driven approach resulting in portfolios that are constructed in a disciplined, prudent manner. Our strategies focus on capturing the reliable and repeatable drivers of return while minimizing any impact from more arbitrary sources of risk in an effort to produce optimal risk-adjusted returns.
In addition to our Enhanced, Active, and Lower Volatility equity strategies, TWIN is experienced in creating customized solutions to fit clients’ needs. We offer all of our strategies on either a Separately Managed Account (SMA) or on a Unified Managed Account (UMA) basis.
Twin Prime
This actively managed diversified portfolio is intended to maximize outperformance relative to the Russell 1000® index while systematically controlling for risk.
Enhanced Equity
This Enhanced Index approach aims to deliver excess returns relative to its S&P 500Ⓡ benchmark while minimizing tracking error, providing a diversified portfolio as an alternative to passive investing.
TWIN Enhanced 50
This concentrated Tax-Managed Enhanced Index approach aims to consistently outperform the S&P 500Ⓡ benchmark after-taxes, while taking similar or less risk than the market. This strategy holds 50 or less stocks.
Dividend Select
A lower volatility portfolio that involves two levels of stock selection. We first create a universe of S&P 500® stocks with less return variability; and then select stocks from this universe using our TWIN Equity Model™ and Fundamental Tilt®. The goal is to outperform the S&P 500® over the long-term with significantly less risk (standard deviation) than the index itself.
TWIN Tax Managed Large Cap (Direct Index)
A Tax Managed U.S. Large Cap Core Enhanced Index Portfolio seeking to replicate the S&P 500 benchmark return before taxes while outperforming the benchmark after taxes, with low active risk. The strategy employs active Tax-Loss harvesting to provide tax alpha.
Twin Small-Cap
This concentrated portfolio seeks to outperform the Russell 2000® index over a market cycle, while taking similar or less risk than the benchmark. The strategy utilizes TWIN’s dedicated Small-Cap model to capture alpha.
Custom Portfolios
Over the years, we have helped clients achieve their investment objective by providing customized and tailored equity strategies utilizing our flexible model-based approach.
