Articles
Quarterly Investor Calls
ITUS Long & Short
ITUS Snippets
Articles
Quarterly Investor Calls
ITUS Long & Short
ITUS Snippets
by Naveen
February 7, 2024
Investing in growth in the public markets
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Our 2Q 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 June 2021. He begins with a summary recap of our last call in March 2021. Further discussing what we did in the quarter, why we took those decisions, and what impacted us on the portfolio.
