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How we evaluate VC funds at Titanium Birch
Can we trust this team? Does their strategy add up? Can we live with the risks? Valerie shares Titanium Birch’s framework for evaluating venture capital funds.
Building a factor-tilted equity portfolio: Our experience
Zsolt writes about how building a custom factor-tilted equity portfolio allowed Titanium Birch to move beyond ETF combinations and systematically translate our investment views into disciplined, data-driven portfolio weights.
Spotting implausible growth assumptions in US large-caps
By backing out market-implied earnings growth for US large-caps, we highlight where valuations depend on implausible growth assumptions — and adjust our Titanium Birch portfolio accordingly.