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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At Itus, earnings growth & margin expansion are non-negotiable during our portfolio construction. We like to buy companies which have the ability to maintain its gross margins across cycles and demonstrating pricing power. Such businesses in-turn have healthy return on capital employed (>1.5x cost of capital across cycles), which is very crucial for us as investors in the companies we own. Finally, it’s important that valuations must be looked at relative context of growth, which is the main driver of stock returns.