How we're outperforming
We've outperformed the market average and other investment managers for you so far this year, thanks to the Titan 20 and our hedge.
As the coronavirus crisis rattles the global economy, many investors are fleeing for the exits. But not us, and not you. We've built Titan for precisely these sorts of environments.
9 out of 10 Titan clients have been buying as Titan has outperformed the market average YTD across all risk profiles.
Below are a few takeaways on how we've been navigating the market and generating outperformance for you.
1) Titan clients have outperformed other investment managers this year. We are pleased with how well our 20 Flagship stocks have held up, especially since many are "higher beta" companies (i.e. historically higher daily ups/downs vs. the market).
See website for full disclosures.
2) Our hedge is up +23% YTD and +13% since we activated full protection in early March, enabling our hedging strategy to add 2-8% return to your portfolio YTD (based on your risk profile), compared to if you had just owned the Titan 20 basket.
3) Combining the Titan 20 stocks (long) and the hedge (short), we've delivered 4-10% better returns for our clients this year vs. the S&P. Our hedge has delivered against its objective so far: earning you profits when the market enters a significant downturn.
We believe we're well-positioned to manage your money through this crisis and continue generating outperformance vs. the market. Your Titan 20 stocks are durable, defensive growth businesses poised to weather a downturn, and your hedge is built to mitigate a further drawdown from here.
Let us know if you have any questions.
Best,
Clay
Co-CEO and Chief Investment Officer
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