The $4.5 billion multi-manager hedge fund firm Titan Advisors launched the Titan Inflation Plus Fund earlier this year, implementing a top-down view that there will be inflationary pressures, particularly within commodity markets.
The fund launched with allocations to five active managers. The focus is on Titan’s believe that the downward trajectory in commodity prices over the last decade has led to low levels of investment from commodity producers, removing their ability to increase supply. Titan observes that increases in demand are likely to lead to higher prices right at the time when increased money supply triggers currency devaluation increasing the demand for alternative stores of value such as gold.
“We expect this to be a timely solution for many types of investors who are underinvested across inflation sensitive assets,” said George Fox, president of Stamford, Connecticut-based Titan Advisors. “Titan Inflation Plus offers those investors an active approach to protect portfolios from this key concern.”
According to the firm, its unique partnerships with underlying managers offer an actively managed portfolio capable of participating in these themes.
Last spring, Titan formed a strategic transaction with storied fund of hedge funds firm Alternative Investment Group. The firm assumed the management of several of Alternative Investment Group’s funds.