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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 13, 2026
Titan Wealth delivered resilient multi-asset performance across its discretionary strategy suite during the third quarter of 2026 despite significant fixed income turbulence. The firm's flagship Balanced portfolio posted a quarterly net return of -0.4% net of fees, bringing year-to-date net returns to 7.4% net of fees, outpacing its ARC peer benchmark. Growth portfolios recorded -1.0% net of fees for the quarter and 10.2% net of fees year-to-date, while the direct equity Global Blue Chip portfolio advanced 3.1% net of fees in the third quarter to reach 12.9% net of fees year-to-date. In contrast, higher-risk sustainability allocations faced headwinds, with Global Solutions retreating -4.5% net of fees over the quarter to stand at 14.0% net of fees year-to-date. Overall asset positioning maintained defensive hedges in catastrophe bonds, short-duration credit, and dividend-yielding equities to counter surging bond market volatility. The macroeconomic environment was shaped by a decisive regime shift marked by elevated government borrowing, persistent energy inflation, and coordinated central bank tightening. Yields on benchmark 10-year US Treasuries and UK gilts exceeded 5%, driven by mounting fiscal deficit concerns and rate hikes from the Federal Reserve, the European Central Bank, and the Bank of Japan. Markets navigated a sharp July liquidation in semiconductor equities before rebounding strongly in August on tech earnings. Titan Wealth emphasizes that the global economy has transitioned toward large-scale capital expenditure initiatives spanning artificial intelligence build-outs, power grid infrastructure, rearmament, and domestic reshoring, creating a widening divergence between capital-intensive beneficiaries and interest-rate-sensitive assets. Portfolio activity within direct equities centered on broadening exposure across multiple layers of the artificial intelligence value chain while managing cyclical valuation risk. Following July's tech consolidation, the team added positions in Advanced Micro Devices, Micron Technology, and GE Vernova to capture physical power and compute demand, alongside expanding holdings in Apple. Financial allocations were bolstered by reintroducing Visa after progress on OpenUSD alleviated stablecoin disruption concerns. Conversely, the manager trimmed large gains in ExxonMobil, gold equities, Polar Capital Artificial Intelligence, and Polar Asian Stars, while completely divesting defense contractor L3Harris following executive leadership disruption and valuation deratings.
Titan Wealth focuses on capturing structural global change across artificial intelligence, reindustrialisation, and energy transition by maintaining a diversified, high-quality portfolio across multiple layers of the value chain while strictly managing valuation and inflation risks.
Management enters the fourth quarter constructive on equities, anticipating that resilient growth and AI-driven productivity will support a continued advance despite elevated bond yields and geopolitical friction.
Neutral / Balanced
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