How does Titan manage its investors' portfolios?

At Titan, we actively manage our clients' capital in our own proprietary, actively-managed investment strategies. Our aim is to outperform our benchmarks for each strategy over the long term, net of all fees.

What is Titan's "Flagship" strategy?

Titan Flagship is our large cap U.S. growth strategy, and is aimed at identifying high-quality companies that can compound capital in excess of the S&P 500 index over the long-term.

To construct the Flagship portfolio, our Investment team first builds the strategy's investable universe. This universe starts with all U.S.-based stocks with greater than $10B in market capitalization, but is then filtered down by Titan's Investment team based on qualitative and quantitative research.

Next, the Investment team conducts bottom-up, fundamental analysis on this investable universe to identify the top 20 stocks it believes can generate the best risk-adjusted returns for investors.

Titan Flagship seeks outs companies with durable competitive advantages, high returns on incremental invested capital, strong management teams, and attractive valuations vs. Titan's estimates of long-term intrinsic value. At times, the portfolio may hold slightly more or less than 20 stocks, depending on the opportunities available in the market at the time.

Titan then pairs this core equity portfolio with a customized hedge to protect each of its individual investors in accordance with their personal risk tolerances and financial profiles.

Finally, Titan's Investment team actively manages the portfolio every day and updates positions and hedges as appropriate when its analysis identifies better risk/reward prospects elsewhere. Titan is a long-term oriented investment firm and aims for low turnover and tax efficient portfolio management - so typically only a few stocks change each quarter.

What is Titan's "Opportunities" strategy?

Opportunities is our small/mid cap U.S. investment strategy, aimed at identifying high-quality companies that can compound capital in excess of the Russell 2000 index over the long-term.

Compared to Flagship, Opportunities seeks out companies that are earlier on in their growth stories and tend to fly more "under-the-radar." Opportunities also tends to leverage more one-off / unique market dislocations, which occur more frequently across the small cap universe.

To construct the Opportunities portfolio, our Investment team first builds the strategy's investable universe. This universe starts with all U.S.-based stocks with less than $10-20B in market capitalization, and is then filtered down by Titan's Investment team based on qualitative and quantitative research.

Next, the Investment team conducts bottom-up, fundamental analysis on this investable universe to identify the top 20 stocks it believes can generate the best risk-adjusted returns for investors.

Titan Opportunities seeks outs companies with durable competitive advantages, high returns on incremental invested capital, strong management teams, and attractive valuations vs. Titan's estimates of long-term intrinsic value. At times, the portfolio may hold slightly more or less than 20 stocks, depending on the opportunities available in the market at the time.

Titan then pairs this core equity portfolio with a customized hedge to protect each of its individual investors in accordance with their personal risk tolerances and financial profiles.

Finally, Titan's Investment team actively manages this portfolio every day and updates positions and hedges as appropriate when its analysis identifies better risk/reward prospects elsewhere. Titan is a long-term oriented investment firm and aims for low turnover and tax efficient portfolio management - so typically only a few stocks change each quarter.

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