Naveen Chandramohan set up Itus in 2017. Naveen founded Itus to focus solely on investing in growth-oriented companies with a focus on innovation. The focus on innovation led growth can come from a combination of technology, product, customer experience, distribution and network.
Throughout his career, Naveen observed that analysts focus on valuing companies using a linear framework of multiples which would not be suitable to the real world where things are non-linear. By researching across sectors, industries and market caps, Itus seeks to identify companies that are leading and benefiting from growth led innovations around consumers, technology, pharmaceuticals, manufacturing platforms and financial services. Itus offers one fund which is a multi-cap focussed investment across sectors in India. The fund is structured as a Portfolio Management Service (PMS).