Paul Karger joined “Bloomberg Intelligence” to discuss his outlook for the markets, the impact of rate cuts, and how TwinFocus is helping clients navigate the current investment landscape. Listen to the full interview here (10:13).
Paul Karger joined Bloomberg Intelligence to share his market outlook, discuss the potential impact of rate cuts, and explain how TwinFocus is guiding clients through today’s investment landscape. The full interview can be heard at 10:13.
Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recen...
Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured in Financial Planning discussing tax considerations around in-kind charitable donations.
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Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured…
Wes Karger, Co-Founder and Managing Partner of TwinFocus Capital, was recently featured in Financial Planning discussing tax considerations around in-kind charitable donations. Wes shares his perspective on donating highly appreciated assets, including publicly traded securities, and some of the complexities associated with donating less-liquid assets that may require appraisal. {The views expressed are Wes Karger’s own, made in his capacity as a media commentator, and do not constitute investment, tax, or legal advice or a recommendation to buy or sell any security. This post is shared for informational purposes only and is not an endorsement of TwinFocus or its services by Financial Planning or the author of the article. TwinFocus is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.}
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September 2026
1 mins read
In The News
Wes Karger was recently featured in Financial Planning discussing the poten...
Wes Karger was recently featured in Financial Planning discussing the potential benefits and drawbacks of borrowing against fine art as a liquidity strategy for ultra-high-net-worth clients. In "The Art of Borrowing Against a Picasso," Wes explains that while art-secured lending can be a useful tool in certain situations, it's rarely the first option: "It's last on our list in terms of a strategy that would be feasible for a client, and the reason for that is art lending is very expensive in terms of specialty lending practices."
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September 2026
12 mins read
TwinFocus Insights
Research Note: Energy Sector | Midstream Energy Update
Research Note: Energy Sector | Midstream Energy Update
Introduction Midstream energy infrastructure equities, a conviction theme for the TwinFocus Investment…
Introduction Midstream energy infrastructure equities, a conviction theme for the TwinFocus Investment Team over the past few years, have delivered strong performance again in 2026, with North American midstream equity returns approaching 30% year to date. Notably, that strength has been driven by fundamental improvements across the energy infrastructure landscape, rather than movements in oil and natural gas prices. Our latest note examines the forces supporting the sector, including growing LNG export demand, the accelerating power requirements of data centers and AI, earnings that beat guidance, and continued dividend growth. We also examine current valuations, which have risen but remain below those of the broader equity markets. Looking forward, midstream energy continues to be supported by powerful secular trends, from rising electricity consumption and AI-driven power demand to growing global demand for secure, diversified energy supplies. Together, these offer a...
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August 2026
1 mins read
In The News
Paul Karger shares his thoughts with Josh Lipton on Yahoo! Finance around K...
Paul Karger shares his thoughts with Josh Lipton on Yahoo! Finance around Kevin Warsh’s keynote address at the Jackson Hole Economic Policy Symposium.
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