Invest in AnBro’s Diversified Blue-Chip TITANS Portfolio
Λnβro Capital Investments returns to Mesh.trade with TITANS, a diversified portfolio that offers investment in top-performing companies across 11 key sectors of the US economy.
In 2024 boutique asset management company Λnβro Capital Investments made three of its thematic, actively managed certificate (AMC) global equity portfolios available on Mesh.trade. Now AnBro is back with the public launch of its TITANS portfolio.
Mesh.trade investors already know Λnβro from its three AMCs: Λnβro Unicorn Global Equity AMC, Λnβro World’s Biggest BRNDZ AMC, and Λnβro Dynamic Compound AMC. The TITANS portfolio is where they each originally came from.
“Λnβro’s current portfolios have all been ‘carve-outs’ of our core TITANS portfolio, where we’ve broken up the core into smaller, bite-sized chunks,” explains Λnβro CEO Justiné Brophy. “Each carve-out has since taken on its own identity and theme. They have evolved into their own living breathing portfolios with a unique strategy, risk profile and investment goal.”
The TITANS portfolio offers exposure to the ‘biggest and best’ opportunities available in the US market. Think companies like Apple, Berkshire Hathaway, Costco, Amazon and the like. They’re all household names, and each has a proven track record. “You don’t become a large and dominant force overnight – and not by fluke either,” says Brophy. “It’s a result of decades of battle in fiercely competitive markets.”
The companies that make up the TITANS portfolio are, he says, exactly that. “They are titans in the industry they operate in, and veterans of many economic cycles. Being the largest and most accomplished in the field provides a significant advantage, enabling a level of flexibility that is rare and often envied by others.”
But instead of simply picking the top 55 stocks based on market cap, Λnβro TITANS is focused on diversity.
Diversified Investment
TITANS is all about balance. To craft a diversified investment portfolio, Λnβro has structured TITANS to cover 11 distinct sectors. These include Technology, Industrials, Financials, Materials, Energy, Consumer Staples, Consumer Discretionary, Health Care, Real Estate, Communication Service, and Utilities.
“We segment the market into its separate, individual parts using Global Industry Classification Standards (GICS),” explains Brophy. “What this does is open the door to the 11 sectors that drive the US economic machine. Once completed, extra emphasis is placed on factors such as profitability, financial stability, growth rates, size, market share and market leadership. The results are then screened, and further layers such as volatility and beta are measured against long-term returns.”
The best stocks in each of those GICS sectors are added to the TITANS portfolio. The result is a collection of the strongest performers across each slice of the US economy.
Blue-Chip Portfolio
The portfolio is equally weighted to avoid mega-cap bias and sector concentration risk. “This is a well-rounded, well-thought-out portfolio which ensures that investors are never overly exposed to any one theme or strategy,” Brophy says. “This is an investment in a group of long-term performers across all sectors of the US economy. And as a result of size and scale, the portfolio is considered a blue-chip portfolio and can easily form the cornerstone of any investment strategy, either entirely or as a building block to a broader investment theme.”
Due to their size and stature, many of the companies in the portfolio operate across multiple geographies. This provides exposure to different markets – both developed and emerging.
Another important aspect of Λnβro’s TITANS portfolio is that it is rebalanced annually as part of a low-turnover strategy. “This process helps to manage sector, stock and industry exposure, smoothing returns and enhancing the risk/return profile compared to the S&P 500,” Brophy says.
The comparison to the S&P 500 goes further than that. “Over the past decade, which has included multiple economic shocks, the portfolio has proven to be less volatile than the S&P 500,” Brophy adds. “This means that investors are less likely to see wild swings in capital values that deviate by a large magnitude from the broader US market.”
One of the challenges of having a stable, balanced and diversified suite of investments is that you, as the investor, need to constantly check in to make sure that you aren’t overly exposed to any particular sector or company. By design, Λnβro’s TITANS takes care of that portfolio management by itself. “It’s a ‘fire and forget investment’,” says Brophy.
GRIT For Diverse Investors
“We believe that this portfolio has GRIT,” Brophy says – by which he means it has diverse appeal and is attractive across the risk spectrum. Spell out G.R.I.T. and you get Growth-oriented, Risk-conscious, Income-focused and Tactical, which speaks to the four types of investors that TITANS caters for.
“The equal weighting amplifies the impact of mid- and large-cap outperformers in growth sectors like Technology and Consumer Discretionary, which may be underrepresented in market-cap-weighted indices,” Brophy explains. “Risk is mitigated via equal weighting and sector diversification, which reduces volatility compared to concentrated or market-cap-weighted strategies. Income-focused investors, meanwhile, benefit from dividend contributions from top stocks in defensive sectors like Utilities and Consumer Staples. The equal weighting also ensures income is not overly reliant on a few high-yield stocks. Finally, tactical investors benefit from the sector rotation, with annual rebalancing ensuring a healthy alignment with the market’s natural economic cycles. For example, it would favour Industrials during a market recovery, and Health Care during times of economic uncertainty.”
And while past performance is never a guarantee of future returns, the TITANS portfolio has a long and proven track record as Λnβro’s core portfolio for more than 10 years.
“TITANS has been part of our stable for many years on a bespoke basis to a handful of offshore clients,” says Brophy. “Its returns have demonstrated a strategy that is able to perform in most market environments, including critical periods such as the market downturn in 2016 (attributed to factors such as the China slowdown, oil price collapse, and Brexit), the 2018 market challenges (trade war and interest rate hikes), the impact of Covid-19 in 2020, and of course the recent market setback in 2022 (following Russia’s invasion of Ukraine, which contributed to a surge in inflation and prompted a substantial increase in interest rates).”
That comprehensive set of circumstances encompasses various scenarios – some of which may resonate with current conditions (like the US-China trade wars) – and should provide investors with some reassurance regarding the portfolio’s ongoing performance.
To invest in Λnβro’s TITANS fund, register for Mesh.trade and view the asset overview.
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