Conversation starters and thought provokers

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…

Paul Karger shares his thoughts with Josh Lipton on Yahoo! Finance around Kevin Warsh’s keynote address at the Jackson Hole Economic Policy Symposium.

Great to see our Managing Partner Paul Karger on Fintech TV this week with Remy Blair, talking treasury yields, inflation, gold, alternatives, and the bond market warning. Paul explains how ultra-high-net-worth investors are positioning their portfolios and why they are demanding a greater premium to hold longer-dated U.S. debt.