Aug 26, 2020
We're thrilled to announce the launch of Titan Opportunities, our second investing strategy to complement the award-winning Titan Flagship.
Opportunities takes the same playbook weāve been executing so well on Flagship, and applies that to under-the-radar companies before the crowd catches on.
Attached is a quick video and a full investment deck.
Quick 101 on Opportunities
Why Invest in Opportunities?
1 - Higher Potential Returns
Small cap growth tends to have higher slugging percentages (skew) than large cap growth, meaning theĀ upside from winners isĀ greater.Ā These companiesĀ are also largely under-the-radar, meaning you get toĀ buy shares before the crowd catches on and bids up the stock price.
2 - The Perfect Complement
Because Flagship is strictly focused on large companies, this Opportunities strategy is highly complementary to your current portfolio. Having a concentrated basket of high-quality small/mid cap companies is an essential part of a well balanced portfolio, and we're confident that we've identified the next crop of rising stars.Ā
3 - Historic Discount
Small cap growth stocks are currently trading at a historic discount to large cap growth. A rare opportunity.Ā Despite smaller stocks historically presenting the best risk-adjusted returns, many investors are underweight small caps as large caps have dominated the last 10+ year bull market.
New fee structure for accounts under $10K
We are working extremely hard to step up Titan for you in many ways. In order for us to continue to expand our best-in-class services without having exorbitantly high investment minimums (like others), we need to better align our fee structure. We will be updating it as follows (effective 10/1/2020):
If you have any questions whatsoever, please let us know. Our goal is to ensure Titan remains a sustainable, profitable place for your capital for decades.
Legal
We've updated our legal agreements to reflect Titan Opportunities and our new fee structure effective 10/1/2020 (we'll be sending a reminder again in advance of this change). This includes our Form CRS,Ā Form ADV Pt 2, Advisory Agreement, and Fee Schedule. For all documents, head to our Disclosures.
How to Invest in Opportunities
In the mobile app, click the + icon in the navigation bar. Then choose your account > enter your transfer amount > choose your desired mix of Opportunities and Flagship.
Best, Titan Team
Cash Management
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