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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We don’t think about our portfolio in terms of large, mid, or small-cap labels. What matters more to us at Itus, is where growth is available and whether we’re being compensated enough to take on additional risk and lower liquidity. At present, about 54% of our portfolio is in large caps and the remaining in mid and small caps — a balanced mix given the current environment. Our active ratio against Nifty 500 stands at 72%, reflecting a portfolio meaningfully different from the benchmark. While we maintain a tilt toward mid and small caps to capture growth, we’re not looking to increase that exposure right now. The focus remains on disciplined risk management and ensuring that our active positions continue to drive differentiated performance.