Tuesday, Feb 9th 2021

Performance Update (Jan. 2021)

Investor Update

Flagship fell -4% in January, versus the S&P 500 which fell -1%.

Opportunities rose +7% in January, versus the Russell 2000 which rose +5%.

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


Flagship

Our Flagship strategy is now up +73% after fees since February 2018 inception (aggressive risk profile), following a -4% decline in January.

By comparison, the S&P 500 rose +45% since Flagship's inception, with a -1% decline in January.

Flagship Total Return

Represents inception-to-date returns for Titan Flagship (after fees) through January 2021. See full disclosures here.

Opportunities

Our Opportunities strategy is now up +69% after fees since its August 2020 inception (aggressive risk profile), following a +7% return in January.

This meaningfully outperformed the Russell 2000 benchmark, which rose +31% since Opportunities' inception following a +5% return in January.

Opportunities Total Return

Represents inception-to-date returns for Titan Opportunities (after fees) through January 2021. 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).

To invest in Opportunities, head to the mobile app and tap the ( + ) button in the navigation bar. 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) Big earnings beats but disappointing stock price reactions. 80% of S&P 500 co's beat Q4 earnings estimates but their stocks fell -2% on avg. Increasingly high bar stemming from the large market rally in recent months weighed on our Flagship holdings, particularly big tech.

2) Mixed month of coronavirus headlines. Early concerns about sluggish vaccine rollout shifted to optimism around falling cases and hospitalizations. Broad tailwind for "reopening" stocks like DIS.

3) Pure alpha augmented by retail driven short squeeze. We had several massive winners in Opportunities driven by both fundamental execution + their heavily shorted nature. The main market story in January was the "short squeezes" that retail traders helped initiate.

See disclosures.

January Movers

Flagship

Top Performers: Twilio (TWLO) +6% Alphabet (GOOG) +5% Microsoft (MSFT) +4%

Worst Performers: Visa (V) -12% Booking Holdings (BKNG) -13% Fidelity Info Services (FIS) -13%

Opportunities

Top Performers: Appian (APPN) +35% Fastly (FSLY) +25% Collectors Universe (CLCT) +21%

Worst Performers: Bill.com (BILL) -11% Guidewire (GWRE) -11% SS&C Technologies (SSNC) -14%

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