Pricing power of businesses – holding power in the portfolio
by Naveen November 24, 2021
Building vs Inheriting – how does Capital Allocation fit in
by Naveen September 6, 2021
The mirage of returns in Small and Midcaps – how does one exercise discipline
by Kapil Agrawal September 2, 2021
Cash Flow Growth: Creating wealth in equity portfolios
by Naveen August 23, 2021
Innovation in a Crisis: Why growth happens around the right people?
by Naveen August 16, 2021
The tale of 2 Lenders – Where is the underlying growth and is there cause for concern?
by Naveen August 6, 2021
Rules Vs Decisions : Having a process ensures long term success
by Naveen August 4, 2021
Whatsapp - How a brand developed into a verb around communication
by Naveen October 19, 2020
Bisleri - The brand that created a market for bottled water
by Naveen September 14, 2020
Adobe - Changing the product you stand for and how it creates shareholder value
by Naveen September 7, 2020
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We believe growth and innovation are the keys to the long-term value creation of a company’s revenues and profits. Our mission is to deliver long-term capital appreciation with low correlation to traditional investment strategies by identifying and investing in the leaders, enablers and beneficiaries of growth across market caps and sectors. We want to be doing it at low fees to ensure that clients’ interest are placed first always.
Naveen Chandramohan set up Itus in 2017. Naveen founded Itus to focus solely on investing in growth-oriented companies with a focus on innovation. The focus on innovation led growth can come from a combination of technology, product, customer experience, distribution and network. Throughout his career, Naveen observed that analysts focus on valuing companies using a linear framework of multiples which would not be suitable to the real world where things are non-linear. By researching across sectors, industries and market caps, Itus seeks to identify companies that are leading and benefiting from growth led innovations around consumers, technology, pharmaceuticals, manufacturing platforms and financial services. Itus offers one fund which is a multi-cap focussed investment across sectors in India. The fund is structured as a Portfolio Management Service (PMS).
The legend for Itus originates from Greek Mythology. Itus was a Greek god, second in command to Apollo (the king of gods). When Apollo went to battle, he handed over his entire kingdom to Itus, to protect, as he was the only person Apollo trusted. It is the same trust we have built as a firm today, with our investors. At Itus, we believe that the only way to grow capital is to invest in innovation.
A research team rooted in over 40 years of experience in identifying and investing solely growth across Asia and India with a consistent track record of managing money of 10 years prior to setting up Itus. Despite its potential, Itus believes the full magnitude of investing in growth and the opportunities across sectors and market caps are often misunderstood and underappreciated by investors. Itus believes that its consistent investment process and active management of high-conviction portfolios capitalizes on growth and avoids industries and companies that are more likely to be potential value traps.
Itus’s open architecture research seeks to capitalize on due-diligence and research through an open approach and the convergence of insights. At Itus we believe that a combination of top-down and bottom-up research allows us to size the investment opportunity and then detect and evaluate companies’ best positioned to benefit. To gain insights into many industries, Itus employs an open research strategy to gather information. Inputs include Itus’s own clients who happen to be business owners and promoters who are thought leaders in their fields, social media interactions, and crowd-sourced insights as people respond to Itus’s public research. By applying alternate data and technology to traditional approaches, Itus seeks to create a more transparent, creative and interdisciplinary investment process.