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Strategies

Titan Stocks

Flagship

Flagship is our large-cap U.S. equity strategy, aimed at identifying companies that can compound capital in excess of the S&P 500 index.

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What It Is.

Why Flagship?

Flagship is designed to find large cap US businesses with the objective of outperforming the S&P 500 over a 3-5 year period. Each portfolio holding has to pass a rigorous due diligence conducted by our internal investment committee.

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Key Info.

Asset Class

Stocks

Inception Date

February 20, 2018

Withdrawal Frequency

Daily

Tax Reporting

1099-DIV

Titan Advisory Fee

$500 - $24,999 Net Deposits

0.90% AUM Per Year

$25,000 - $99,999 Net Deposits

0.80% AUM Per Year

$100,000+ Net Deposits

0.70% AUM Per Year

What’s In It?

Holdings (20)

As of January 23, 2024

Company

Ticker

Weight

Amazon.com

AMZN

7.88%

Microsoft

MSFT

7.19%

Mastercard

MA

6.40%

TransDigm Group

TDG

6.35%

S&P Global

SPGI

5.79%

Historical Performance.

View the performance of Flagship and see how an investment would have performed over time.

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This interactive performance tool offers hypothetical performance outcomes for a selected strategy. Modeled performance is based on the initial investment and account type (if applicable), and is inclusive of any Titan advisory fees and dividend reinvestment. Performance returns begin at the Inception Date of the selected strategy through the Last Day of the Previous Month. Based on the chosen risk profile, users can receive a recommended portfolio allocation in line with Titan's general recommendation. Returns do not represent actual client performance, and are not indicative of future results. Actual performance will vary.

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Your Team.

Clayton Gardner

Chief Investment Officer

As Co-Founder, Co-CEO and CIO, Clayton oversees portfolio management for Titan’s proprietary strategies.

John Bottcher

Senior Investment Analyst

Formerly a senior analyst at hedge fund DoubleBlue Capital Management, John focuses primarily on cyclical sectors like Industrials, Energy, and Financials.

Justin Yoo

Investment Analyst

Formerly an analyst at YipitData, Justin focuses primarily on the TMT (technology, media, telecom) and Consumer sectors.

Christopher Seifel

Investment Analyst

With a background in private equity, Christopher focuses primarily on the Technology sector, specializing in software and semiconductors.

Emily Cherkassky

Multi-Asset Investment Lead

Formerly at the quantitative hedge fund AQR, Emily oversees portfolio analytics and research across strategies.

More Details.

Disclosures.

These are issued by the strategy to all investors

Titan Flagship Disclosure

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