Thursday, Apr 11th 2019

Q1 2019 Investor Letter

Commentary

Each quarter, we provide updates on the market and Titan composite, discuss our Thought of the Quarter, dive into recent trading activity, and more.

Below are a few highlights from our Q1 letter. The complete letter, including recent trading activity and biggest gainers/laggards, is reserved for Titan clients only.

Highlights##

  • Broad-based strength across the Titan companies in Q1, with 17/20 companies seeing their stocks gain more than the S&P's +14% rise
  • We believe macro risks still exist (e.g., trade war, Brexit), though strong Q4 earnings growth suggests slowing global growth hasn't (yet?) impacted quality/growth co's
  • Thought of the Quarter: Linear Thinking in a Nonlinear World (example: Facebook fundamentals vs. privacy concerns)
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