All-Time Performance
All-time, our Flagship strategy has outperformed all of its benchmarks. The portfolio has grown +10% annualized after fees through February 2020 (vs. S&P 500 +6%), with a high slugging percentage across our 20 stocks.
We launched in February 2018. The year was a tale of two chapters:
1st Half '18: We saw broad-based strength across our whole portfolio.
2nd Half '18: The infamous 20% correction hit US stocks broadly and our Flagship stocks specifically. We thought this was short-term noise. While the rest of the world was confused, we turned on our hedge and advised clients to consider sizing up.
Turning the page to 2019:
1st Half '19: Patient investors were rewarded. The Flagship strategy rose 24%. There wasn't a single theme other than just solid execution by our fleet of businesses.
2nd Half '19: Despite a momentum-driven correction which initially hit our stocks, we quickly rebounded and finished the year up +34%. There were several standout winners for us, like Apple which nearly doubled. We owned the stock alongside Warren Buffett.
Our whole thesis at Titan is that you can do better than an index of 500 stocks: by investing in a concentrated basket of businesses that can grow at high rates and weather any downturns.
This has been the key to our outperformance for our clients to date, and it's what we're targeting in the future for your capital as well.
See full disclosures on our website.
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