Titan Flagship

Investment Strategy

Flagship is our first strategy, built like an old-school hedge fund.

Investment Strategy

How we pick stocks.

Our investment process blends old school and new to identify high quality businesses that compound your capital at a high rate of return for the long run.
New School
We build an all-star basket of stocks (20-30) based on the most common holdings of elite hedge fund managers. We determine “elite” by measuring the funds' portfolio turnover, longevity, etc. These managers tend to be great at identifying high-quality companies.
Old School
We review the all-star basket using our own research, including fundamental bottoms-up analysis. We eliminate any stocks that we deem as low-quality businesses or which have high poor risk/reward dynamics. We then actively monitor this composite for fundamental news, events, and special situations, and take action for clients when required.
Personalized Hedge
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 a personalized hedge, by effectively shorting the market, for free for all clients. The size of the hedge is determined based on your personalized risk tolerance. See our help center for more info.
Clayton GardnerChief Investment Officer
He spent the majority of his career as an investor at multi-billion dollar hedge funds and private equity firms. He graduated Summa Cum Laude from the Wharton School and the School of Engineering at the University of Pennsylvania.

Key Facts

Assets Under Management
$58,284,000
Annual Advisory Fee
1.00%
Performance Fee
0.00%
Minimum Investment
$0
Lock-up period
None
Investor Qualifications
Must be U.S-based
Number of Stocks
20
Hedge
Personalized
Position Sizing
Equal-weighted
Portfolio Reblancing
Quarterly
Dividend Reinvestment
Quarterly
Custodian
Apex Clearing

Performance

Our philosophy is to invest in high quality businesses that can compound your capital at a high IRR (internal rate of return) over a 3-5 year time horizon.
Disclosures
TitanS&P 500
2020 YTD-18.5%-19.6%
2019+33.7%+31.5%
2018-7.0%-6.1%
ALL-TIME IRR+0.6%-0.4%
All performance results are net of fees and include dividends and other adjustments. 2020 YTD results are from 1/1/20 through 3/31/20. 2018 results are from Titan’s launch date of 2/20/18 through 12/31/18. All-Time IRR is from Titan’s launch date of 2/20/18 through 3/31/20. All-Time IRR is the internal rate of return. See full disclosures.
"If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes."
Warren Buffett
Learn About Our Philosophy

Our approach aims to find "compounders".

The key is finding strong underlying businesses. They are rare, but usually have the same characteristics: durable competitive advantages, attractive growth prospects, and strong leadership teams.
Amazon.com, Inc (AMZN)Titan Portfolio Company
Disclosures

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.
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