About ITUS

Investing in growth in the public markets

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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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Helping you make the right decision

One place to finish your complete due diligence on the fund

OWNER'S MANUAL

Most fund managers will send you a glossy brochure. At Itus we want you to have an Owner’s Manual. Why? Because your understanding of what we are trying to achieve and how we will approach it is a critical element in enabling us to attain our goal.

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DUE DILIGENCE MATERIALS

2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
Quarterly Letters
Q1
Q1 Q2 Q3
Q1 Q2 Q3
Q1 Q2 Q3
Q1 Q2 Q3
Q1 Q2 Q3
Q1 Q2 Q3
Q1 Q2 Q3
Q1 Q2 Q3
Q1 Q2 Q3
Annual Reports
(including Q4*)
Portfolio Snapshot



ITUS FACTSHEET


Date Factsheet Download
May 31, 2026 Factsheet
April 30, 2026 Factsheet
March 31, 2026 Factsheet
February 28, 2026 Factsheet
January 31, 2026 Factsheet
Date Factsheet Download
December 31, 2025 Factsheet
November 30, 2025 Factsheet
October 31, 2025 Factsheet
September 30, 2025 Factsheet
August 31, 2025 Factsheet
July 31, 2025 Factsheet
June 30, 2025 Factsheet
May 31, 2025 Factsheet
April 30, 2025 Factsheet
March 31, 2025 Factsheet
February 28, 2025 Factsheet
January 31, 2025 Factsheet
Date Factsheet Download
December 31, 2024 Factsheet
November 30, 2024 Factsheet
October 31, 2024 Factsheet
September 30, 2024 Factsheet
August 31, 2024 Factsheet
July 31, 2024 Factsheet
June 30, 2024 Factsheet
May 31, 2024 Factsheet
April 30, 2024 Factsheet
March 31, 2024 Factsheet
February 29, 2024 Factsheet
January 31, 2024 Factsheet
Date Factsheet Download
December 31, 2023 Factsheet
November 30, 2023 Factsheet
October 31, 2023 Factsheet
September 30, 2023 Factsheet
August 31, 2023 Factsheet
July 31, 2023 Factsheet
June 30, 2023 Factsheet
May 31, 2023 Factsheet
April 30, 2023 Factsheet
March 31, 2023 Factsheet
February 28, 2023 Factsheet
January 31, 2023 Factsheet
Date Factsheet Download
December 31, 2022 Factsheet
November 30, 2022 Factsheet
October 31, 2022 Factsheet
September 30, 2022 Factsheet
August 31, 2022 Factsheet
July 31, 2022 Factsheet
June 30, 2022 Factsheet
May 31, 2022 Factsheet
April 30, 2022 Factsheet
March 31, 2022 Factsheet
February 28, 2022 Factsheet
January 31, 2022 Factsheet
Date Factsheet Download
December 31, 2021 Factsheet
November 30, 2021 Factsheet
October 31, 2021 Factsheet
September 30, 2021 Factsheet
August 31, 2021 Factsheet
July 31, 2021 Factsheet
June 30, 2021 Factsheet
May 31, 2021 Factsheet
April 30, 2021 Factsheet
March 31, 2021 Factsheet
February 28, 2021 Factsheet
January 31, 2021 Factsheet
Date Factsheet Download
December 31, 2020 Factsheet
November 30, 2020 Factsheet
October 31, 2020 Factsheet
September 30, 2020 Factsheet
August 31, 2020 Factsheet
July 31, 2020 Factsheet
June 30, 2020 Factsheet
May 31, 2020 Factsheet
April 30, 2020 Factsheet
March 31, 2020 Factsheet
February 29, 2020 Factsheet
January 31, 2020 Factsheet
Date Factsheet Download
December 31, 2019 Factsheet
November 30, 2019 Factsheet
October 31, 2019 Factsheet
September 30, 2019 Factsheet
August 31, 2019 Factsheet
July 31, 2019 Factsheet
June 30, 2019 Factsheet
May 31, 2019 Factsheet
April 30, 2019 Factsheet
March 31, 2019 Factsheet
February 28, 2019 Factsheet
January 31, 2019 Factsheet
Date Factsheet Download
December 31, 2018 Factsheet
November 30, 2018 Factsheet
October 31, 2018 Factsheet
September 30, 2018 Factsheet
August 31, 2018 Factsheet
July 31, 2018 Factsheet
June 30, 2018 Factsheet
May 31, 2018 Factsheet
April 30, 2018 Factsheet
March 31, 2018 Factsheet
February 28, 2018 Factsheet
January 31, 2018 Factsheet
Date Factsheet Download
December 31, 2017 Factsheet
November 30, 2017 Factsheet
October 31, 2017 Factsheet
September 30, 2017 Factsheet
August 31, 2017 Factsheet
July 31, 2017 Factsheet
June 30, 2017 Factsheet
May 31, 2017 Factsheet
April 30, 2017 Factsheet
March 31, 2017 Factsheet
February 28, 2017 Factsheet
January 31, 2017 Factsheet

Year in Review

2021 was an interesting year of growth and fun - here’s to looking back at it.

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