


Mr. Naveen Chandramohan: Naveen Chandramohan, founder of Itus Capital, has 20 years of professional experience. He began his career at Lehman Brothers in Tokyo, specializing in Equity Origination and Capital Markets. He later served as Head of ex-Japan (Asia) Trading at NOMURA in Hong Kong. Prior to founding Itus Capital, Naveen spent 7.5 years as a fund manager investing in Indian markets, based out of Hong Kong. In his most recent role before establishing Itus, he was the Responsible Officer for Hutchin Hill, overseeing their Hong Kong office.Naveen has a strong track record of managing money in the Indian markets over the last 15 years. He was awarded the best fund manager award for 3 years in a row by Asia hedge, between 2012-14. His India fund delivered a 23% IRR over the 7 years he managed money.At Itus, Naveen has a strong track record of managing the multi-cap fund delivering a 18.1% IRR over 8 years. Mr. Naveen has also Co-authored a research paper published in the Journal for Networking and Communication (Nokia-sponsored project) and has designed a MEMS-based micro-robot during his undergrad.
To deliver consistent outperformance over the benchmark, targeting an alpha of 4–5% across market cycles, measured over rolling 3+ year periods.
We seek businesses with strong growth, ideally supported by margin expansion over time.And when growth and governance align, our final discipline is price we aim to own these businesses only when they are available at a reasonable valuation.We believe portfolio outcomes are driven by a thoughtful combination of top-down sector positioning and bottom-up stock selection.This dual-layered approach ensures that risk management is embedded at the heart of our portfolio construction—not just through what we own, but also when and how we own it.





