Itus Capital 1Q Investor Call 2022
by Naveen April 12, 2022
Our 3Q 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 September 2021. He begins with a summary recap of our last call in June 2021. Further discussing what we did in the quarter, why we took those decisions, and what impacted us on the portfolio.