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 focus is on technology, media and telecom stocks.
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, a technological shift, management change, an asset sale, a return of capital to shareholders or an outright sale of the company.
Our approach combines elements of private equity investing with the liquidity 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 have a passion for uncovering actionable investment ideas.