Twin Lake Total Return Partners

Twin Lake manages portfolios focused on the bonds, bank debt, convertible bonds, and preferred stock of small and mid-sized leveraged companies. The firm’s contrarian investment style capitalizes on market inefficiencies created by the rapid growth in the credit markets, limited research coverage, and the elimination of proprietary trading on Wall Street. Twin Lake’s investment team seeks to identify assets priced below their intrinsic value in “stressed-but-viable” businesses that are in transition or in out of favor sectors or both. The ability to exploit dynamic market moves when they occur by quickly deploying cash to capture large discounts in misunderstood or mis-priced securities has been a hallmark of the firm over its 20-year history. Senior management of Twin Lake invests significant personal capital alongside its clients. The firm strives to attract like-minded high net worth and institutional investors seeking to diversify their sources of investment alpha with long-term consistent income and opportunities for windfall capital gains.