Recent performance.

2018 year-to-date, Titan is +10%, net of fees, vs. the S&P 500 up 3%. During 2017, Titan was up 33% net, vs. the S&P up 22%. Since 2004, our returns would have been +14% vs. the market +9%.

Disclosures

Disclosures: Performance figures cited for 2018 are through 6/30/18. Figures cited for 2017 and since 2004 represent backtested performance of a hypothetical account using Titan’s investment process, not an actual amount.

2017 Performance

Titan (33.0%)

S&P 500 (21.8%)

Historical performance.

Since 2004, Titan has returned 14% annualized vs. the S&P 500’s 9%. $5,000 invested back then would have yielded $29,000 from Titan and $16,000 from the S&P.

Disclosures

Disclosures: Performance figures cited for 2018 are through 6/1/18. Figures cited for 2017 and since 2004 represent backtested performance of a hypothetical account using Titan’s investment process, not an actual amount.

  S&P 500
Year-to-date +10% +3%
1yr +33% +22%
3yr +53% 38%
5yr +114% 107%
All-time 477% 229%
Annualized 14% 9%

All Titan returns shown net of fees. YTD figures as of June 30, 2018. Annual values ending as of Dec. 31, 2017. All-time and annualized values since 2004.

Simple Pricing.

We have extremely simple pricing: a 1% annual advisory fee with zero performance fees. We have a $1,000 minimum investment and no lock-ups.

1 %

Annual advisory fee

Based on total assets invested.

0 %

Performance fee

We’re proud of this.