Series 2 – Takeaways from Annual Investor Call 2022

Today, we present to you the recording of our Annual Investor Call, which took place on December 11, 2023. In the Call, Mr. Naveen Chandramohan has highlighted the following points.

1. Naveen’s thoughts on the previous quarter call in Sep (from 01:33 Minutes)
2. A review on the quality of ITUS portfolio –

2. 1. Portfolio Performance vs Benchmark in the last 6 years (from 05:11 Minutes)
   2. We have also broken down the quality of returns during Up-markets and Down Markets (from 06:23 Minutes)
   3. We believe the fundamentals of the portfolio are its strongest since inception- Portfolio quality has been shown (from 08:02 Minutes)

3. Our largest exposure and rationale behind the businesses (from 12:00 minutes)
4. Partial and Complete Exits done in the last quarter (from 17:25 minutes)
5. Reviewing the Market in terms of Earnings and Liquidity Risk and also Inflation(from 24:44 Minutes)
6. How we think of portfolio construction today (Themes that we have invested in) (from 32:36 Minutes)
7. Our Key take aways into the year end – Dec 2022- (from 36:29 Minutes)

8. 1. Our Portfolio Fundamentals are at its strongest whereas the valuation and liquidity is not
   2. Risk Reward is to the downside and if we get it right, we will aggressively deploying capital
   3. Expecting Volatility in 2023 and we will use this opportunity to buy businesses at reasonable valuations
9. What are our forecasts for 2023

The recordings of our Annual investor call is attached below –

Itus Capital Annual Investor Call 2022 – ITUS Capital

These weekly episodes are now available in our website for your quick read and you may access the same in the below link.

Weekly Enlightenment Archives – ITUS Capital

As a part of our ongoing commitment to keeping you informed, we remain dedicated to our SIP program, providing investors with a convenient avenue to regularly enhance their portfolios. We encourage you to explore the benefits of this program for your clients. If you require more details, please don’t hesitate to reach out to your dedicated relationship manager at [email protected].