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, we have not shied away from deviating from the benchmark in terms of sector positioning. We believe an environment like today (possibility of an inflationary boom) necessitates us to invest behind businesses which have strong tailwinds of an inflationary cycle of GDP expansion (what we called Supply side economy facing businesses). Unlike the last decade, where the returns were driven by demand side growth (on consumption), we believe this cycle will be different. This has caused us to position ourselves differently from the index.