ResearchInvestment Committee Vol. 7

Investment Committee Vol. 7

Mar 4, 2024

Welcome to the 7th edition of Investment Committee, where we aim to give you front row seats to the deliberations, discussions, and decisions around how the team is managing Titan’s active equity strategies.

The team meets regularly to assess the fundamental trends of our portfolio companies, the macro environment, current events/news, how they affect individual stocks, and how we should position our strategies moving forward.

Our analysts have been heads down for the last couple of months doing something we call “zero-based portfolio budgeting” across Flagship, Opportunities, and Offshore. This is where we start from a blank sheet of paper and ask how would we comprise our strategies today in terms of individual stocks and their weightings. Our goal with this process is to make changes to our strategies’ holdings to get them to what we believe is the most optimal place to kick off the year, removing any anchoring bias that might be lurking in our pre-existing holdings.

In this update, I walk you through how we apply this philosophy to our strategies.



*This video was recorded on Wednesday, 02.28.2024.

Titan Global Capital Management USA LLC ("Titan") is an SEC registered investment adviser. Advisory services are provided by Titan. Titan’s affiliate, Titan Global Technologies LLC (“TGT”), is a registered broker-dealer and member of FINRA/SIPC. Both Titan and TGT are subsidiaries of Titan Global Capital Management, Inc.

Communications may contain forward-looking statements, which reflect our current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those contained in the forward-looking statements. We do not undertake any obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events, or otherwise. The views and opinions expressed herein are those of the presenter and do not necessarily reflect the official policy or position of Titan. This communication is for informational purposes only and should not be construed as investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities or other products offered by Titan, TGT, or any third party.

Markets and investments are subject to fluctuations. All investments involve risk, and the past performance of a security, financial product, or Titan strategy does not guarantee future results or returns. The presenter and Titan are not liable for any investment decisions made based on this communication. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income**.** There is always the potential of losing money when you invest in securities or other financial products. Investors should consider their investment objectives and risks carefully before investing. The price of a given security may increase or decrease based on market conditions and clients may lose money, including their original investment and principal. The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person. Please visit for important disclosures.

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