Since 2006, Titan backtested results would have returned 12% annualized vs. the S&P 500’s 9%. $5,000 invested back then would have yielded ~$21,500 from Titan and ~$14,800 from the S&P. Please see Disclosures below regarding backtested returns.
Disclosures: 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. 2018 results are actual from Titan’s launch date of 2/20/2018 to 12/31/2018. 2019 YTD results are actual from 1/1/19 through 1/31/19. Performance results are net of fees and include dividends and other adjustments. 2018 and 2019 YTD figures represent performance of a hypothetical account created on 2/20/18 and 1/1/19, respectively.
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.
Figures prior to 2018 represented backtested performance. 2017 and All-Time figures represent performance of a hypothetical account created on 1/1/17 and 6/21/06, respectively, using Titan’s investment process for an aggressive portfolio, not an actual amount. All-Time figures are from 6/21/06-12/31/17. Note: moderate or conservative portfolios would have achieved lower returns than the aggressive portfolio.
Backtested performance is hypothetical (it does not reflect trading in actual accounts) and is provided for informational purposes only. Backtested performance does not represent actual performance and should not be interpreted as an indication of such performance. Inherent limitations may include: 1) backtested results are generally prepared through a retroactive application of a model designed with the benefit of hindsight; 2) backtested results do not represent the impact that material economic and market factors might have on an investment adviser's decision-making process if the adviser were actually managing client money; 3) there are numerous factors related to the markets in general, many of which cannot be fully accounted for in the preparation of backtested performance results and all of which may adversely affect actual investment results. Backtested performance results assume a single investment with no subsequent cash flows. However, it does include reinvestment of dividends and capital gains along with quarterly rebalancing of the portfolio. The real world of variable cash flows over time will create a material distortion from the model assumption. As a result of these limitations, actual performance for client accounts may be materially lower than that of the backtested portfolio. Any restatement of prior backtested or actual results is due to more recent and accurate total return data becoming available for the securities in the Titan portfolio and/or the S&P 500.
|2019 YTD (Actual)||+9.9%||+8.0%|
All performance results are net of fees and include dividends and other adjustments. Note: 2018 results are actual from Titan’s launch date of 2/20/18 through 12/31/18. 2019 YTD results are actual from 1/1/19 through 1/31/19. 2017 and All-Time figures are hypothetical and represent annualized backtested returns. See full disclosures.
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.
Annual advisory fee
Based on total assets invested.
We’re proud of this.
“If you’re prepared to invest in a company, then you ought to be able to explain why, in language that a fifth grader could understand.”
Concentration in only
the best ideas.
In our opinion, the Titan portfolio's businesses have the highest chance of outperforming the broader stock market over time because they usually share the same characteristics:
- Durable competitive advantages
- Favorable growth prospects
- High returns on capital
- Strong leadership teams
We believe these types of businesses also have inherently lower risk of permanent capital loss. Or to put it simply, while there could be turbulence, the risk of the plane itself going down is unlikely.
Software-driven investment process.
We use software to automate the investment process by analyzing the 13-F filings of hedge funds each quarter. Of the ~3500+ hedge funds out there, we track ~5% of them. We believe these are the good guys: long-term oriented and rigorous in their research.
From there we determine this group’s top 20 stocks and invest you directly in these (the “Titan Portfolio”). As you would imagine, these hedge funds overlap significantly in their most favored stocks.
We like to think your portfolio is the “best of the best.”
Personalized downside protection.
During the Financial Crisis, many hedge funds outperformed the market because of their hedges.
Here at Titan, we hedge your personalized portfolio in market downturns by effectively “shorting” the S&P 500, or betting against it, based on your risk tolerance. This allows you to generate some profits to partially offset any losses you may have during tough market environments.
You deserve to be treated like a partner.
We believe you should grow as an investor with us and understand what's going on. We give real-time insights and deep-dives on the Titan portfolio businesses.
Largest companies owned by sector
Want to read more on how we think?
Check out a preview of the types of pieces that we send our investors.Jump to the library
Titan isn't for everyone.
For many investors, investing in a passive market ETF is a sound strategy. For others, we recognize that you aspire to compound your capital at high rates of return and participate actively in only selected companies.
If you find yourself in the latter camp, we think you're going to like Titan.