Flagship 101

Investor Update2 months ago
Flagship is our first investment strategy. Here's a reminder on how it works.
Our Flagship strategy is built like an old-school hedge fund: 20 high-quality stocks with a personalized hedge, aiming for above-market returns over the long run.
We believe the Titan 20 are the rare compounders
In investing lore, the holy grail is finding a collection of "compounders:" a basket of 10-20 companies that can compound (i.e., grow) capital at high rates of return each year, with low business risk. These are fundamentally excellent companies with long runways for growth. This is way different than investing in an average vanilla index which puts you in both good and bad companies.
Our job, with our Flagship strategy, is to put your money in compounders so that your capital has the best chance to grow at industry-leading rates. We believe the Titan 20 are the best of the best.
Our approach
We believe in buying and holding for the long term. We update the Titan 20 once per quarter, but most stocks stay the same. (For instance, we've owned Google since our inception). With compounders, the idea is that you can hold onto them for a very long time and let them do the hard work for you.
We have a two part process to determine the Titan 20.
1) We narrow down the investable universe (there are several thousand stocks) by building an all-star basket of stocks (20-30) based on quantitative factors (the most common holdings of elite hedge fund managers measured by longevity, concentration, etc).
2) We layer in a qualitative approach using fundamental research. For example, we eliminate any stocks that we deem as low-quality businesses or which have poor risk/reward dynamics. We then actively monitor this basket for fundamental news, events, and special situations, and take action for clients when required.
Personalized hedge
We also apply a personalized hedge to your account for downside protection.
When your portfolio declines for an extended period of time, you should have the chance to still make profits. It's called a hedge, and it can help reduce the risk of your portfolio and stem losses during tumultuous periods.
We institute this personalized hedge automatically by effectively shorting the market for all clients. The size of the hedge is determined based on your individual risk tolerance.
Historical performance
Historically, our Flagship strategy has outperformed the market and our peers' most aggressive strategies, net of fees.
Given the uniqueness of our Flagship strategy, it's hard to make a perfect comparison between us and other platforms, but so far we've delivered on our performance objective for clients.
See full disclosures on our website.

Become a Titan investor today.

Titan Invest is an SEC registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. 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. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.
Refer to Titan Invest’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Titan’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Titan Clients by Apex Clearing, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures. Contact: 110 Greene Street, Suite 910, New York, NY 10012. Information provided by Titan Support is for informational and general educational purposes only and is not investment or financial advice.
© Copyright 2020 Whisker Technologies, Inc. All rights reserved.