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.
Category
Active Large / Mid-Cap Core
Benchmark
Russell 1000® Index
Inception
January 2004

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.
Category
Enhanced Index
Benchmark
S&P 500® Index
Inception
February 1995

TWIN Enhanced 50

A variant of Enhanced Equity, this concentrated portfolio holds 50 stocks or less seeking to deliver excess returns relative to its S&P 500Ⓡ benchmark while minimizing tracking error.
Category
Concentrated Enhanced Index
Benchmark
S&P 500® Index
Inception
September 2018

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.
Category
Defensive/Reduced Volatility
Benchmark
S&P 500® Index
Inception
June 2010

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.
Category
Active Small-Cap Core
Benchmark
Russell 2000® Index
Inception
October 2013

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.
Category
Client-driven
Benchmark
Custom
Representative Capabilities
Tax Managed, Factor Based, Style Based
TWIN Capital Management
3244 Washington Road
Suite 202
McMurray, PA 15317
Phone
724.942.2000
Fax
724.942.2002
Other Info
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