Conversation starters and thought provokers

Why Own Fixed Income? Time for an Update.

Introduction In April 2025, we published Why Own Fixed Income? Our Purpose-Driven Approach, arguing that fixed income is not a portfolio ballast or filler, but rather “a suite of precise…

What are some of the ways investors are thinking about income beyond traditional bonds?

Paul Karger recently shared his perspective with CNBC on insurance-linked securities, including catastrophe bonds, as one area investors may consider as part of a diversified portfolio. Insurance-linked securities have characteristics…

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 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…

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.”

Research Note: Energy Sector | Midstream Energy Update

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…