Monday, Jul 15th 2019

Q2 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 Q2 letter. The complete letter, including recent trading activity and biggest gainers/laggards, is reserved for Titan clients only.

Highlights##

  • Company-specific news dominated the Titan composite's returns in the quarter (vs. broad-based strength in Q1)
  • We believe the market continues to shrug off concerns about U.S.-China trade tensions, a "tech cold war," and slowing global economic growth
  • Expected interest rate cuts by the Fed are making stocks look attractive vs. lower-yielding alternatives like savings accounts, in our view
  • Thought of the Quarter: The Math Behind Compounding (how ROIC dominates P/E ratios in determining long-term stock returns)
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