Strategies

Titan Stocks

Opportunities

Opportunities is our small-cap U.S. growth strategy, aimed at identifying small, fast-growing companies that have the potential to become the future Googles and Facebooks of the world.

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What It Is.

Why Opportunities?

An equities portfolio of smaller, under-the-radar US companies managed by our in-house team of analysts. These less recognized stocks are identified for their potential for asymmetric upside.

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Key Info.

Asset Class

Stocks

Inception Date

August 17, 2020

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 (18)

As of December 18, 2023

Company

Ticker

Weight

Titan Cash

14.65%

Moody's Corporation

MCO

9.01%

Canadian Pacific Railway

CP

6.69%

Denison Mines

DNN

6.41%

NexGen Energy Ltd.

NXE

6.31%

Historical Performance.

View the performance of Opportunities 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.

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 Opportunities Disclosure

Cash Management

Smart Cash

Smart Cash FAQs

Cash Options

Get Smart Cash

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