Strategies

We invest all clients in our two primary strategies: Flagship and Opportunities.
Mandate

Grow your capital at a high rate of return over a long period.

To do so, we seek to invest in the best public businesses in the world (stocks) at material discounts to their intrinsic value, while maintaining dry powder and opportunistically shorting, as needed.

Titan Flagship

Large Cap, U.S-focused
Flagship is our large cap U.S. growth strategy, aimed at identifying high-quality companies that can compound capital in excess of the S&P 500 index.
Number of Stocks20
MandateU.S Only
Average Market Cap$440 Billion
Inception2/20/2018

Titan Opportunities

Small/Mid Cap, U.S-focused
Opportunities is focused on identifying smaller U.S. companies that we believe can grow at exceptional rates and become the next crop of shining stars.
Number of Stocks20
MandateU.S Only
Average Market Cap$7 Billion
Inception8/17/2020

Shorting

Downside protection across all strategies
Across all of our strategies, we offer downside protection that's tailored to individual risk tolerances. This allows our clients to potentially earn profits when the market declines. It's the reason we were ranked the #1 investment advisor out of 60+ others for equity returns during the COVID-19 crisis.
Disclosures

Learn more about our rigorous process.

We have a rigorous investment process that blends old school and new to identify high-quality businesses that can compound your capital at a high rate of return for the long run.
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

Annual Advisory FeeSee here
Performance Fee0.00%
Minimum Investment$100
Lock-upsNone
Investor QualificationsU.S Only
Custody & ClearingApex Clearing
Legal CounselLowenstein Sandler LP
ComplianceGreyline LLC
SIPC InsuranceUp to $500k
Disclosures
How are you investing through the coronavirus?
As Warren Buffett says, "be greedy when others are fearful." The coronavirus pandemic is a significant health crisis, but from an investing standpoint, we see world-class companies now at their most attractive valuations in years. Three things we're thinking about as we manage our Flagship strategy: 1) We own durable, defensible companies poised to weather any downturn. If you look at the 20 Titan Flagship stocks, you'll struggle to find any whose long-term earnings power seem at risk. For example, Apple's ecosystem won't erode just because iPhone sales are weak this quarter. This is in sharp contrast to, say, the cruise line industry (which we do not own) whose companies have material risk of permanent capital loss. 2) We're different in that we short the market with a portion of your capital so you can earn profits when the market declines. This is what we call our "hedge." Our strategy is basically saying: "we want you to be long our 20 world-class companies, but with reduced exposure to a prolonged market shock." It's one of the reasons why hedge funds are famous for outperforming during tough times. 3) The valuations of many of our stocks have fallen to their lowest levels in years, providing what could be the buying opportunity of a lifetime. Many Titan companies could actually get stronger through a downturn. For example, digital-first platforms like Visa and Microsoft seem unlikely to have lost 30%+ of their long-term earnings power like their stock price declines suggest. These companies' services seem even more likely to be used in a work-from-home world. Much of our portfolio appears to now offer bargains like these in plain sight. Long story short, we think it's "go time" for long-term investors. We don't know when a bottom will come, but it will, and our durable portfolio of companies is selling for extremely attractive valuations for long-term investors. See full disclosures.
What's an example of a business in Titan Flagship?
One of our best businesses is Charter Communications (CHTR). We think of Charter as a “toll road” on the internet, operating a mission-critical cable network with pricing power. We like Charter for its superior competitive position and product offering versus competitors, which create pricing power and stickiness. In most of its footprint, Charter competes with telephone companies who either have lower quality products or are subscale and poorly run. Broadband internet growth (e.g., Netflix viewing via WiFi) will make Charter's infrastructure and pipe into the home more valuable despite ongoing declines from cord-cutting (e.g., traditional cable TV). Broadband is also much more profitable than video, and since this is where Charter is strongest, it bodes well for the company's long-term earnings growth. Additionally, we think the management team at Charter is best-in-class, especially its controlling shareholder John Malone (the "Cable Cowboy") who previously grew his own cable business at a 30% compound annual rate.
Teach me something about investing.
Sure. Have you ever heard the old adage “in a gold rush, sell the shovels?” In other words, when people start chasing after the next hot thing, it's often wiser to supply the chase, rather than to join in on the chase itself. One of the biggest gold rushes amongst investors in 2019 was ride-sharing. Think: Uber's targeted $120B valuation, or Lyft's IPO. Don't get us wrong, there's gold at the end of this rainbow, but every gold rush needs a shovel. Uber pays Amazon for computing infrastructure, Visa / Mastercard for payment processing, and Facebook / Google for advertising. The shovels can sometimes be better businesses than the gold itself.

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"Most people think diversification is a good thing. You'll do average, definitionally. What really matters is concentration."
Clay Gardner, CO-CEO & Chief Investment Officer

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