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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There are 3 factors that have driven a strong outperformance for the fund over the last 7 years – two of them driven by buying businesses that have visibility of strong earnings growth and investing behind promoters / management teams with a history of strong capital allocation, measured by Return on Incremental Capital. The year gone by, showed similar trends for Itus with our portfolio companies growing their earnings-based cash flows by 19.8% and continuing to maintain their gross margins during inflationary times, which shows their pricing power. Showing this discipline has ensured that we consistently outperform across cycles.