Hedge Fund - Twin Capital Management

Founded in 1988, Twin Capital Management is a prominent New York-based hedge fund management firm established by David J. Simon. The firm specializes in event-driven and value-oriented investment strategies, focusing on medium- to large-cap companies in developed countries, excluding Asia, that are poised to experience value changes due to market catalysts.

David J. Simon serves as both the Chief Executive Officer and Chief Investment Officer at Twin Capital Management. He founded the firm and under his leadership, Twin Capital Management received HFMWeek’s Best Merger Arbitrage Fund Award in 2012 and 2013. Mr. Simon began his career in law, practicing in the Corporate Departments of Paul, Weiss, Rifkind, Wharton & Garrison, and Rogers & Wells. He transitioned to finance in 1985, joining Spear, Leeds & Kellogg's Risk Arbitrage Department, and later Mercury Securities as head of their risk arbitrage research department in 1987. Mr. Simon holds degrees from Muhlenberg College and the University of Miami Law School, where he graduated Magna Cum Laude and served on the Law Review. In 2001, he established the David Simon Foundation, which supports charitable initiatives focused on children and poverty alleviation.

Twin Capital Management operates as a hedge fund with 47 clients and manages discretionary assets totaling $774,690,165 (Form ADV from 2024-03-29). As reported in their latest 13F filing for Q1 2024, they managed $806,767,314 in 13F securities, with a top 10 holdings concentration of 30.4%. Endeavor Group Holdings Inc. is their largest holding, with 1,064,858 shares held.