Our objective is to compound your capital at an attractive rate over the long term.

Disclosures: Past performance is no guarantee of future results. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance.

Important: All Titan performance results include the use of a personalized hedge for a hypothetical client with an “Aggressive” risk profile; clients with “Moderate” or “Conservative” risk profiles would have experienced lower returns. Please visit https://support.titanvest.com/investment-process/hedging for full disclosures on our hedging process.

2019 YTD results are from 1/1/19 through 5/31/19. 2018 results are from Titan’s launch date of 2/20/18 through 12/31/18. All-Time IRR, alpha, beta, and Sharpe ratios are from Titan’s launch date of 2/20/18 through 5/31/19. Performance results are net of fees and include dividends and other adjustments. All figures represent performance of a hypothetical account created on Titan's inception date of 2/20/18 using Titan’s investment process for an aggressive portfolio, not an actual amount.

All-Time IRR (internal rate of return) is net of fees and includes dividends and other adjustments. IRR is calculated using Microsoft Excel’s XIRR function based on an illustrative starting Titan account value of $1,000 at inception on Titan’s launch date of 2/20/18 and its ending value on 5/31/19. Alpha measures performance vs. a benchmark on a risk-adjusted basis. A positive alpha of 1.0% means the portfolio has outperformed its benchmark index by 1.0%. Correspondingly, a similar negative alpha would indicate an underperformance of 1.0%. Beta measures the sensitivity of an investment to the movement of its benchmark. A beta higher than 1.0 indicates the investment has been more volatile than the benchmark and a beta of less than 1.0 indicates that the investment has been less volatile than the benchmark. Sharpe ratio is a risk-adjusted measure, calculated using standard deviation and excess return to determine reward per unit of risk. The higher the Sharpe ratio, the better the portfolio’s historical risk-adjusted performance. Data for the 3-month Treasury Bill rate is sourced from the Federal Reserve Bank of St. Louis’s website.

Results for the Titan portfolio as compared to the performance of the Standard & Poor’s 500 Index (the “S&P 500”) is for informational purposes only. Account holdings are for illustrative purposes only and are not investment recommendations. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. The investment program does not mirror this index and the volatility may be materially different than the volatility of the S&P 500. Reference or comparison to an index does not imply that the portfolio will be constructed in the same way as the index or achieve returns, volatility, or other results similar to the index. Indices are unmanaged, include the reinvestment of dividends and do not reflect transaction costs.

Performance results were prepared by Titan Invest, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.