About ITUS

Investing in growth in the public markets

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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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Our positioning of the fund currently has a significant deviation from the index. We are invested across the supply side dynamics of the country which are core GDP facing sectors – across auto, metals, capital goods, manufacturing and power. Considering the aspect of the previous decade having sub par returns in the GDP facing sectors, one would find these under-represented in the benchmarks.

Our positioning is driven by the visibility of growth we are seeing today which we expect to continue driven by funding from private sector capex.