Itus Capital 1Q Investor Call 2022
by Naveen April 12, 2022
Our 1Q investor call for the Itus Capital PMS – Naveen Chandramohan (CIO &Principal) discusses the fund performance, our outlook for the markets, and the portfolio positioning as of March 2022. He begins with a summary recap of our last December call 2021. Further discussing our performance in the quarter, our strategy and finally how one should treat portfolio construction and deployment at Itus.