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.
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.
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 (16)
As of July 17, 2024
Company | Ticker | Weight |
|---|---|---|
 Titan Cash | 15.40% | |
 Moody's Corporation | MCO | 9.90% |
 Denison Mines | DNN | 7.20% |
 Canadian Pacific Railway | CP | 7.00% |
 General Electric Co. | GE | 6.70% |
Historical Performance.
View the performance of Opportunities and see how an investment would have performed over time.
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.
See Full Assumptions & Disclosures
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.
More Details.
Disclosures.
These are issued by the strategy to all investors
