White Papers

This white paper explores the historical long-term returns achieved by asset class, and establishes a framework for our Partners to understand long-term equity returns. Click to open White Paper

At Twin Keel Capital, we believe the optimal approach to building a successful investment strategy is to leverage all types of data. This sounds intuitive, but surprisingly that’s not how the investment world operates. This paper explores how the industry actually works and why we approach investing in a data inclusive way. Click to open…

The most successful businesses throughout history have leveraged the power of systems and structure to dominate in some of the most fiercely competitive markets. At Twin Keel Capital, we believe that asset management isn’t much different. This paper explores the importance of systems and structure in achieving success.   Click to open White Paper  

At Twin Keel Capital, we believe responsible asset allocation requires more than a traditional 60/40 split between Equity and Bonds. This paper explores why. Click to open White Paper

This paper explains what a market neutral strategy is and why it is worth considering as part of a sound asset allocation approach. Click to open White Paper

At Twin Keel Capital, we believe that sound asset allocation means investing in as many low or uncorrelated return streams as possible so long as the strategies deliver on overall long-term return objectives. This paper explores how a market neutral may fit into this asset allocation approach. Click to open White Paper

Understanding the risk reward characteristics of your current portfolio is critical to achieving your financial goals. This white paper arms you with the questions you should ask your financial advisor to ensure you’re on the right track. Click to open White Paper

At Twin Keel Capital, we believe in a probability distribution of investment outcomes. This means making appropriate adjustments as the probability of outcomes changes. This paper explores the concept of probabilistic investing and how it is different than other commonly discussed approaches to investing. Click to open White Paper