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Strategies

Titan Stocks

Flagship

Flagship is our large-cap U.S. equity strategy, aimed at identifying companies that can compound capital in excess of the S&P 500 index.

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Annualized Return

25.67%

As of August 16, 2022


What it is.

Why Flagship?

Flagship is designed to find large cap US businesses with the objective of outperforming the S&P 500 over a 3-5 year period. Each portfolio holding has to pass a rigorous due diligence conducted by our internal investment committee.

View Risk & Disclosures

Key Info.


Asset Class

Stocks


Inception Date

February 20, 2018


Annualized Historical Return

25.67%


Withdrawal Frequency

Daily


Tax Reporting

1099-DIV

Titan Advisory Fee


$500 - $24,999 Net Deposits

0.90% AUM Per Year


$25,000 - $99,999 Net Deposits

0.80% AUM Per Year


$100,000+ Net Deposits

0.70% AUM Per Year

What’s in it?


Holdings (18)

As of October 18, 2022

Company

Ticker

Weight

TransDigm Group

TDG

6.90%

Thermo Fisher Scientific Inc.

TMO

6.50%

Amazon.com

AMZN

6.40%

Charles Schwab

SCHW

6.40%

Mastercard

MA

6.20%

Your Team.


Clayton Gardner

Chief Investment Officer

As Co-Founder, Co-CEO and CIO, Clayton oversees portfolio management for Titan’s proprietary strategies.

John Bottcher

Senior Investment Analyst

John has spent several years investing in global equities at multi-billion dollar firms, now focused on Opportunities and Offshore strategies.

Justin Yoo

Investment Analyst

Formerly an analyst at YipitData, Justin now focuses on Internet and Consumer sectors.

Christopher Seifel

Investment Analyst

With a background in PE, Christopher focuses on the technology sector, specializing in software and semiconductors.

Emily Cherkassky

Multi-Asset Investment Lead

Formerly at a quant hedge fund, Emily oversees portfolio analytics and research across strategies.

More Details.


Disclosures.


These are issued by the strategy to all investors

HPMoR

Summary Prospectus

Account Management Agreement0

Thing

Factoids

Fact Sheet

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