Twin Capital Management LLC

 

Twin Capital Management LLC is an alternative investment management firm founded by David J. Simon in 1988. 

 

Twin Capital Management Investment Strategy

Twin Capital Management’s investment strategy is event-driven and value-oriented, specializing in the identification and analysis of securities likely to experience a change in value resulting from market catalysts.  The firm’s investment activities may be classified under three strategies: 

  • Merger arbitrage – mergers, acquisitions, buyouts, hostile takeovers
  • Special situations – restructurings, spin-offs, litigation, short sales
  • Undervalued securities with a catalyst – management change, shareholder activism, industry consolidation 
Twin Capital Management focuses on medium- to large-cap companies in developed countries, excluding Asia. The firm is highly selective and opportunistic with its investments, which can minimize market risk and create a lower correlation with overall markets.  Our approach requires deep fundamental research and analysis. The firm has achieved its results with little to no leverage and a disciplined approach to risk management. 
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