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Investing in growth in the public markets

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Owner's Manual

We are a fiduciary of your capital. Your understanding of what we do and how we will approach it is a critical element in enabling us to attain our goal. The Owners Manual helps achieve this....

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Our videos and content cover the philosophy of growth investing in India and views on the market.


Weekly Insight Digest
Series 116 – ITUS and AI- Simplifying Client Information Handling
July 11, 2025
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Weekly Insight Digest
Series 116 – ITUS and AI- Simplifying Client Information Handling
July 11, 2025
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Content
Vol 31 – What Napoleon's Code Can Teach Venture Capital About Liquidity
July 5, 2025
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Weekly Insight Digest
Series 115 – Why are we still overweight Pharma?
July 4, 2025
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Staturday
Stat 1.6 - Monthly Data Dive of 10 essential charts shaping the markets
June 30, 2025
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Weekly Insight Digest
Series 114 – ITUS Portfolio Health Check- Comparison to Nifty 50
June 27, 2025
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Weekly Insight Digest
Series 113 – Why we believe outperformance to continue in ITUS Portfolio
June 20, 2025
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Weekly Insight Digest
Series 112 – Sectors under focus at ITUS today
June 13, 2025
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Content
Vol 30 – China: Global Giant—Uninvestable or Simply Misunderstood?
June 9, 2025
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Staturday
Stat 1.5 - Monthly Data Dive of 10 essential charts shaping the markets
June 6, 2025
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Weekly Insight Digest
Series 111 – Portfolio progress through CY 2025
June 6, 2025
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Weekly Insight Digest
Series 110 – India’s private sector growth accelerates in May, led by services: HSBC Flash PMI
May 23, 2025
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Weekly Insight Digest
Series 109 – The Power of Long-Term Investing-ITUS’ way
May 16, 2025
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Weekly Insight Digest
Series 108 – How Wars Impact Markets: A Global Analysis of Stock Market Corrections
May 9, 2025
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Weekly Insight Digest
Series 107 – Navigating Volatility: Why Uncertain Markets Offer the Best Opportunities for Long-Term Investors
May 2, 2025
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Staturday
Stat 1.4 - Monthly Data Dive of 10 essential charts shaping the markets
April 28, 2025
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Weekly Insight Digest
Series 106 – Q1 2025 Portfolio Strategy & Market Outlook
April 25, 2025
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Weekly Insight Digest
Series 105 – Inflation Hits Six-Year Low, Growth Stays Strong
April 18, 2025
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Weekly Insight Digest
Series 104 – Value Investing in a Growth Trajectory
April 11, 2025
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Staturday
Stat 1.3 - Monthly Data Dive of 10 essential charts shaping the markets
April 4, 2025
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Weekly Insight Digest
Series 103 – How do we think about Concentration in the portfolio
April 4, 2025
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Weekly Insight Digest
Series 102 – Signals in the Noise
March 28, 2025
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Weekly Insight Digest
Series 101 – Resilience of India's Pharma Sector Amid Tariff Concerns
March 21, 2025
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Weekly Insight Digest
Series 100 – Why you should stay invested?
March 13, 2025
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Content
Vol 29 – Mastering the Overlooked: Lessons in Excellence from "What You're Made For" and "The Mundanity of Excellence"
March 12, 2025
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Weekly Insight Digest
Series 99 – Portfolio Update: Sectoral Positioning and Expectation
March 7, 2025
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Content
Vol 28 – Betting on Uncertainty: How Annie Duke's "Thinking in Bets" Transforms Decision-Making
March 5, 2025
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Content
Vol 27 – Embracing Contrarian Thinking: A New Perspective
March 4, 2025
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Staturday
Stat 1.2 - Monthly Data Dive of 10 essential charts shaping the markets
March 1, 2025
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Weekly Insight Digest
Series 98 – Opportunities in the Banking
February 28, 2025
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Content
Vol 26 – Lost in Translation: The Misreading of China’s Economic Story
February 24, 2025
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Weekly Insight Digest
Series 97 – Strategic Adjustments for growth in 2025
February 21, 2025
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Weekly Insight Digest
Series 96 – Market Cycles and Investing Strategy
February 14, 2025
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Content
Vol 25 – The Myth of the Child Prodigy: Why Time on the Job Matters 
February 10, 2025
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Content
Vol 24 – Talent vs Attitude
February 5, 2025
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Weekly Insight Digest
Series 95 – Opportunities in India’s Auto and Auto Components Sector with a two-wheeler bias at ITUS
January 30, 2025
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Staturday
Stat 1.1 - Monthly Data Dive of 10 essential charts shaping the markets
January 28, 2025
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Weekly Insight Digest
Series 94 – India’s Pharmaceutical Market and ITUS Portfolio
January 24, 2025
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Content
Vol 23 – Handle Hard Well: A Guide to Adversity and Growth
January 22, 2025
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Weekly Insight Digest
Series 93 – Breaking down our Annual Letter 2024 (Episode 1)
January 17, 2025
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Content
Vol 22 – The Fear of Burnout and the Illusion of Creativity
January 13, 2025
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Weekly Insight Digest
Series 92 – ITUS: The Way Forward in 2025 - Our Thoughts
January 10, 2025
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Weekly Insight Digest
Series 91 – A Look Back at 2024: What We Did Right and How We Improved
December 27, 2024
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Weekly Insight Digest
Series 90 – Rural vs Urban Growth - Rural Recovery as a theme
December 13, 2024
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Weekly Insight Digest
Series 89 – Why did we trim our Auto Exposure? : Case Study
December 6, 2024
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Content
Vol 21 – The Tail End - The Story of Time
December 4, 2024
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Weekly Insight Digest
Series 88 – ITUS Portfolio Vs Nifty 50 Vs Nifty 500 Weights
November 29, 2024
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Weekly Insight Digest
Series 87 – Responding to Market Volatility: ITUS’s Strategic Positioning
November 22, 2024
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Weekly Insight Digest
Series 86 – ITUS: Mastering the Fundamentals of Investing
November 15, 2024
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Weekly Insight Digest
Series 85 – Fund Positioning in the year
November 8, 2024
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Weekly Insight Digest
Series 84 – Market Views and Call for Capital from ITUS
October 25, 2024
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Weekly Insight Digest
Series 83 – Q3 Quarterly Call Highlights
October 18, 2024
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Weekly Insight Digest
Series 82 – Quarterly Letter Highlights - ITUS Capital Fundamental Value Fund
October 11, 2024
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Weekly Insight Digest
Series 81 - How are we Different and Why the returns are Repeatable
October 4, 2024
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Weekly Insight Digest
Series 80 - Parameters of our Framework-in Choosing Great Businesses
September 27, 2024
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Weekly Insight Digest
Series 79 - A Scalable Framework- Research and Data Science at ITUS
September 20, 2024
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Weekly Insight Digest
Series 78 - Q1 Portfolio Review Highlights
September 13, 2024
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Weekly Insight Digest
Series 77 - Q1 Portfolio Review Highlights
September 6, 2024
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Weekly Insight Digest
Series 76 – FII vs DII and Individual Investors – A Decade of Transformation
August 30, 2024
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Weekly Insight Digest
Series 75 – Why ITUS has Pharma as Overweight Sector today?
August 23, 2024
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Weekly Insight Digest
Series 74 – India Valuations and Our Thoughts
August 16, 2024
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Weekly Insight Digest
Series 73 – Understanding Cycles and Importance of ROE
August 9, 2024
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Content
Vol 20 – The subtle art of prediction in Life and Investing
August 5, 2024
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Weekly Insight Digest
Series 72 – Q2’2024 Quarterly Call Highlights
August 2, 2024
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Weekly Insight Digest
Series 71 – Statutory Warnings and why they do not work
July 26, 2024
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Weekly Insight Digest
Series 70 – Understanding Cycles and Positioning of Portfolios
July 19, 2024
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Weekly Insight Digest
Series 69 - Understanding flows
July 12, 2024
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Weekly Insight Digest
Series 68 – Our exposure to Rural Recovery as a Theme
July 5, 2024
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Content
Vol 19 – The lessons of life around perfection and being the best are about showing up every day
July 3, 2024
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Weekly Insight Digest
Series 67 – Why we remain underweight Banking at ITUS
June 28, 2024
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Weekly Insight Digest
Series 66 – Rural Recovery Trends in India
June 14, 2024
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Weekly Insight Digest
Series 65 – Election and Risks : Our thought process
June 7, 2024
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Weekly Insight Digest
Series 64 – Why is market Inflationary and structurally what are our focused themes
May 31, 2024
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Weekly Insight Digest
Series 63 – Benchmark Vs and Portfolio composition
May 24, 2024
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Content
Vol 18 - The art of achieving greatness – Work on the boring but do it every day
May 22, 2024
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Weekly Insight Digest
Series 62 – Risk Mitigation through Portofolio Construction
May 17, 2024
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Weekly Insight Digest
Series 61 – Itus Portfolio Health and its Measure
May 10, 2024
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Weekly Insight Digest
Series 60 – Q1 Quarterly Call Highlights
May 3, 2024
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Weekly Insight Digest
Series 59 – Concentration, position sizing and framework
April 26, 2024
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Weekly Insight Digest
Series 58 - Navigating Market Cycles: Growth, Valuations, and Sustainability
April 19, 2024
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Weekly Insight Digest
Series 57 – Conversation on Understanding Cycles and Volatility
March 28, 2024
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Weekly Insight Digest
Series 56 – Itus fund Volatility and performance on downside market
March 22, 2024
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Weekly Insight Digest
Series 55 – Capital Call and our thoughts at ITUS from Fund Manager’s Desk
March 15, 2024
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Weekly Insight Digest
Series 54 – Our Portfolio Construction today- Why we deviate from the benchmark?
March 8, 2024
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Weekly Insight Digest
Series 53 - ITUS Portfolio - Transition of Market Caps in 2023
March 1, 2024
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Weekly Insight Digest
Series 52 - India Story Remains powerful one : Thoughts from the Road (KKR)
February 23, 2024
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Weekly Insight Digest
Series 51 - ITUS Portfolio Positioning vs Index
February 16, 2024
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Weekly Insight Digest
Series 50 - Investing in Market Highs - What will attract FII’s to India and where did our return come from?
February 9, 2024
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Weekly Insight Digest
Series 49 - Navigating the 2024 Economic Terrain: India’s Bright Spot
February 2, 2024
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Weekly Insight Digest
Series 48 - Key Highlights of Itus Capital Annual Investor Call 2023
January 25, 2024
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Weekly Insight Digest
Series 47 - Market Cap-based Investing - Understanding Data
January 12, 2024
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Weekly Insight Digest
Series 46 – Our Annual Letter 2023 - The Year of Global Bull Market
January 5, 2024
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Weekly Insight Digest
Series 45 – Breaking down our Portfolio Review Q2 FY’ 2024 (Final Episode 5) - Banking and Finance
December 29, 2023
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Weekly Insight Digest
Series 44 – Breaking down our Portfolio Review Q2 FY’ 2024 (Episode 4) - Healthcare
December 22, 2023
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Content
Vol 17 - What do great Leaders do – they attract great talent
December 18, 2023
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Weekly Insight Digest
Series 43 – Breaking down our Portfolio Review Q2 FY’ 2024 (Episode 3) - Power
December 14, 2023
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Weekly Insight Digest
Series 42 - Breaking down our Portfolio Review Q2 FY’ 2024 (Episode 2) - Auto and Auto Components
December 8, 2023
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Weekly Insight Digest
Series 41 - Breaking down our Portfolio Review Q2 FY’ 2024 (Episode 1) - Construction and Reality Sector
December 1, 2023
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Weekly Insight Digest
Series 40 - Running a true Multi-cap fund at Itus. What does it mean for Investors?
November 24, 2023
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Content
Vol 16 - Creativity - Changing the context.
November 21, 2023
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Weekly Insight Digest
Series 39 - Investment Horizons: Outlook Post Diwali 2023
November 17, 2023
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