TwinFocus

In our latest white paper, we share our views on tariffs, their historical context, advantages, disadvantages, and alternative policy measures. Check out our thoughts on this controversial event here: https://lnkd.in/eXnyeXPZ

TwinFocus Managing Partner, John Pantekidis, shares his thoughts in FA Magazine about the current confusion around tax season – including filing extensions and the taxation of crypto profits. https://lnkd.in/eMupY_Qd

In our latest white paper, the TwinFocus Research Team outlines the guiding principles that shape our approach to investment decision-making. Over the years, these principles have been honed through experience and form the backbone of our investment strategy. Our goal is to provide superior risk-adjusted returns for our clients, though we recognize that achieving this consistently is a complex and ongoing challenge. https://lnkd.in/ezh3KjdK

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MarketWatch asked TwinFocus Managing Partner, Paul Karger, CFA, where he would invest $10K right now. Check out his advice here: https://lnkd.in/emkzPFJb

John Pantekidis’ commentary in Financial Advisor Magazine provides a valuable perspective on the IRS’s new reporting requirements and its impact on investors. Read the piece here: https://lnkd.in/ezq8Dcfn

In February 2025, the Munich Security Conference became the backdrop for a geopolitical moment that seemed to echo a historical misstep from the late 1930s. As global leaders gathered in Munich, Germany, a sense of déjà vu swept through the discussions, drawing unsettling comparisons to the infamous Munich Agreement of 1938. That agreement is often cited as a cautionary tale of the dangers of appeasing authoritarian regimes. Today, similar fears are being raised as U.S. foreign policy under President Donald Trump, particularly through Vice President JD Vance, appears to embrace a potentially dangerous approach of appeasing Russia, reminiscent of the failures of the past. Here, we explore the striking parallels between these two moments in history and the implications for global stability and democracy. https://lnkd.in/eBA_VyjW

We at TwinFocus celebrate the incredible strength, resilience, and achievements of women around the world. Let’s continue to support, uplift, and empower one another every day—not just today. Here's to breaking barriers, making strides, and shaping a future where every woman has the opportunity to thrive! #InternationalWomensDay #EmpowerHer #WomenInLeadership

Last week, we had the pleasure of hosting the Annual TwinFocus Alpine Summit in Jackson Hole, Wyoming. We are incredibly grateful to our community of clients, general partners, and friends, whose presence and participation made the week truly memorable. The Summit was a tremendous success, largely due to their enthusiasm and engagement of the attendees. We were honored to welcome Governor Chris Sununu, Dean Kamen and Steve Jang as our special guests, who shared their insights during our evening dinners. We're thrilled that new connections were formed and existing relationships were strengthened. The TwinFocus team is already looking ahead to the 2026 Alpine Summit—stay tuned for more details!

TwinFocus Managing Partner, John Pantekidis shares his views with Bloomberg on, “Where to Invest $100,000 Right Now”. Check out the piece here: https://lnkd.in/eMb-BPwS