Wednesday, Dec 2nd 2020

Performance Update (Nov. 2020)

Investor Update

Flagship is up +37% YTD through November, outperforming the S&P 500 which is up +14% YTD.

Opportunities is up +40% from inception through November, outperforming the Russell 2000, which rose +15% over the same time period.

Below is a full recap. As always, let us know if you have any questions.


Flagship

Our Flagship strategy is up +37% YTD after fees (aggressive risk profile), following a +14% return in November.

By comparison, the S&P 500 is only up +14% YTD, following an +11% gain in November.

Flagship YTD Return

Represents comparative year-to-date returns for Titan Flagship (after fees) through November 2020. See full disclosures here.

Opportunities

Our Opportunities strategy is up +40% after fees since its August inception (aggressive risk profile), following a +32% return in November.

This meaningfully outperformed the Russell 2000 benchmark, which by comparison is only up +15% over the same time period.

Opportunities Total Return

Represents inception-to-date returns for Titan Opportunities (after fees) through November 2020. See full disclosures here.

We believe our Opportunities portfolio (which focuses on smaller stocks) is the perfect complement to our Flagship portfolio (which focuses on larger stocks).

In late October, we flagged a rare buying opportunity in this portfolio, and it subsequently went on to rise +32% in November. 

Despite this rally, we still think it's a great time to increase your allocation to these small/mid cap winners given the strong long-term secular growth tailwinds at their backs.

To do so, simply tap the ( + ) button in the mobile app's navigation bar to initiate an investment.  After selecting your account and deposit value, you can toggle your investment to go to Opportunities.

Key Performance Drivers

Flagship and Opportunities shared some key drivers of returns last month:

1) Small Cap Alpha. Several under-the-radar stocks delivered explosive idiosyncratic returns (e.g., APPN: +121%, UPWK: +77%, PAR: +46%) for Opportunities as fundamentals and technicals worked in their favor.

2) Large Cap Cyclicals. We saw a rapid rotation from growth stocks (e.g., big tech) into cyclical stocks poised to outperform post COVID-19 vaccine. Uber, Booking and Disney were our biggest Flagship beneficiaries.

3) Macro Volatility Subsiding. Headlines shifted from election uncertainty to COVID-19 vaccine optimism, driving investor optimism in U.S. stocks. Titan clients who capitalized on election volatility as recommended in October were rather quickly rewarded.

See disclosures.

November Movers

Flagship

Top Performers: Uber (UBER) +49% Booking (BKNG) +25% Disney (DIS) +22%

Worst Performers: Facebook (FB) +5% Amazon (AMZN) +4% Netflix (NFLX) +3%

Opportunities

Top Performers: Appian (APPN) +121% Upwork (UPWK) +77% PAR Technology (PAR) +46%

Worst Performers: Redfin (RDFN) +15% Floor & Decor (FND) +10% New York Times (NYT) +8%

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Titan Global Capital Management USA, Inc ("Titan") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Titan’s investment advisory services are available only to residents of the United States in jurisdictions where Titan is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Titan’s investment advisory services.

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