Native to rich, shady woods from New York to Virginia, Twinleaf (Jeffersonia diphylla) is an uncommon perennial with a pleasant white bloom in spring. Hailed by Native Americans for a variety of medicinal purposes and protected today as an endangered plant species, Twinleaf is named in honor of Thomas Jefferson.
Twinleaf Management LLC is a Connecticut-based Investment Adviser dedicated to constructing concentrated client portfolios that consist of overlooked, out-of-favor, misunderstood or mispriced publicly traded U.S. equities with under $3 billion of market capitalization.
Our primary investment research is in technology, media and telecom (TMT). We are especially focused on the digital revolution in media and technology that is creating investment opportunities in connectivity, data analytics, content creation, distribution and targeted advertising.
Market inefficiencies and a lack of quality research are most pronounced among small-cap stocks. Before others do, we seek to identify companies at which a catalyst for share price appreciation could become apparent. Perhaps it's a strategic transformation, a new product launch, technological disruption, management change, a return of capital to shareholders or an outright sale of the company.
Our approach combines elements of private equity investing with the liquidity and mark-to-market features of the public market. Tax-efficient, long-term capital appreciation is our objective but we are are nimble enough to capitalize on fleeting opportunities.
We welcome an opportunity to discuss whether a small portion of a client's investable assets may be suited for an allocation to our investment strategy.
We have a passion for uncovering actionable investment ideas.