Series 79 – A Scalable Framework- Research and Data Science at ITUS

We have received several queries from our partners regarding how our research team manages to cover a vast number of companies and who makes the decisions on stock purchases and exits. This week, we aim to address these questions by explaining our research framework.

At ITUS, our research team collaborates closely with the Data Science team to build robust and scalable frameworks for portfolio management. The research team covers approximately 300 companies and extends their analysis to more companies like the Nifty 500 through data integration, focusing on identifying market cycles and sectors with potential for growth and margin expansion. Our Investment Committee (IC), with over 30 years of data-oriented experience, provides valuable insights during bi-weekly meetings, which are incorporated into our strategies.

The Data Science team develops models to understand sector-specific dynamics, including revenue and margin allocation, capex allocation, and sustainable cycles. Each sector’s unique growth levers are identified and tracked using data and on-the-ground actions. This approach is distinguished by its data and process-driven nature, rather than being person-dependent, and is designed to be scalable, ensuring consistent and reliable performance.

By leveraging the combined expertise of our research and data science teams, ITUS stands out in the industry, delivering data-driven insights and scalable solutions.

We have once written about how technology plays importance in our research and risk and reporting. Please find the link to access the content- Series 29 – Technology into our Research Risk and Reporting – ITUS Capital

We also keep writing to you about our SIP program that presents investors with a convenient avenue to regularly infuse capital into the client’s portfolios. Feel free to check out the benefits for your clients. If you need more info, reach out to your dedicated relationship manager at [email protected].

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