Our 3Q investor call for the Itus Capital PMS – Naveen Chandramohan (CIO & Principal) discusses the fund performance, our outlook for the markets, and the portfolio positioning as of September 2022. Naveen begins with a summary recap of our last call in June 2022. Further walking us through our performance in the last quarter and updates on the strategy on what we should expect in terms of portfolio construction, how we view the market, how are we thinking about deployment, the markets and the risks that we foresee over the next few quarters and years.