Sam Gerber
(724) 949-1434

Company

TWIN Capital Management is an independent, boutique Investment Management firm offering a diverse set of Enhanced Indexed and Actively managed U.S. Equity strategies to institutions and high net-worth individuals.

TWIN differentiates itself from the mainstream investment community with the application of our proprietary Fundamental Tilt®. We bring process consistency and continuity with investment methodologies developed by the team that founded the firm.

We are a client centric firm. We believe the success of our long-standing client partnerships is a result of our:

• Transparency
• Dedication to responsive client service
• Commitment to research and client education

Philosophy

The heart of our investment philosophy is the belief that the systematic application of in-house quantitative research coupled with rigorous risk control and applied fundamental insight in portfolio construction affords the best chance of achieving alpha on a risk-managed basis.

TWIN’s philosophy is implemented through the distinctive combination of a two-part process:

• “Bottom-Up” TWIN Equity Model™ – a diversified quantitative multi-factor Alpha forecasting model utilizing original research
• “Top-Down” proprietary Fundamental Tilt® portfolio construction process incorporating thematic elements and dynamic risk posturing

Team

TWIN Capital is led by the investment professionals who founded the firm and developed our strategies. We’re a collaborative team with a passion for investing on behalf of our clients and dedicated to our long-term approach. Consistency and continuity are core to our practice.

Our team has over 25 years of average investment experience and we’re seasoned throughout market cycles.