Our Products

Institution-grade investment service, at affordable cost.

How To Invest With Us

We offer our Flagship Strategies to a selective group of investors through two vehicles.

High-Conviction Flagship Strategy

Our High-Conviction Flagship strategy represents the culmination of years of investment research, market implementation, and practitioner experience. The strategy takes an all-asset-class, all-geography, all-sector approach to earning a satisfactory return for clients.

The High-Conviction Flagship strategy regularly takes concentrated positions in one to three securities, while maintaining a liberal cash balance.

The Twin Cape Partnership

The Twin Cape Partnership is the primary way we offer our services to clients. Partners of Twin Cape contribute capital into a pooled fund and receive numerous benefits in return, including:

1. Access to world-class asset management services;
2. Exposure to our Flagship strategies; and,
3. Alignment with management, which invests the vast majority of net assets alongside the partners.

Separately Managed Accounts (SMAs)

To our most steadfast and loyal partners, we extend our completely customized asset management services for high-touch, hands-on, bespoke portfolio management.

Meet our team