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 2022. He firstly begins with a summary recap of our last call in March 2022. Further discussing our performance in the quarter and updates on the strategy. Naveen shares his perspectives on how he looks at the US market and its ramifications. He takes us through a sneak peak of what he sees in terms of Indian macro and finally translates that into a bottom-up portfolio construction today.