About ITUS

Investing in growth in the public markets

Research Center

Study our investing style and process at length

Owner's Manual

Owner's Manual

We are a fiduciary of your capital. Your understanding of what we do and how we will approach it is a critical element in enabling us to attain our goal. The Owners Manual helps achieve this....

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Portfolio Review - 2Q FY22
Portfolio Review - 2Q FY22
Investing from the lens of an Owner
Understanding probabilities and edges: The game of margins and investing
Portfolio Review - 1Q FY22
Portfolio Review - 4Q FY21
Investing and Bets : Better Decision Making
Market Microstructure in India – A stock picker’s market
Investing History - What a Bubble looks like
Building an Asset Management Business : Doing things that do not scale
The power of simplicity in investing : Proxy passive approach
Itus Insights : Leadership and Indian History
The comfort of ownership : Alignment and Incentives
Itus Insights Series :  Leadership from ‘The Last Dance’ – the Coach who held the team
The Next Big Idea
Fund Ratings — do the numbers have any meaning?
When’s a good time to buy? Have we hit the lows?
CORPORATE BOND MARKET: ENHANCING LIQUIDITY IN INDIA and THE OPPORTUNITY
Artists, Entrepreneurs and Investors - whats to learn
MOATS AND THE ETERNAL SEARCH TO BUILD ONE - PART II…INVESTING
MOATS AND THE ETERNAL SEARCH TO BUILD ONE - PART I
DO GENERALISTS HOLD AN EDGE IN TODAY’s WORLD, and should you be one?