"Keep Ithaka always in your mind.

Arriving there is what you are destined for.

But do not hurry the journey at all.

Better if it lasts for years,

So you are old by the time you reach the island,

Wealthy with all you have gained on the way."

- Ithaka, C.P. Cavafy

About Us

Background

Ithaka was founded by William Johnson, Scott O'Gorman, Andrew Colyer and Robert Katzen in 2008 and is located in Bethesda, MD. Prior to founding Ithaka, Bill, Scott and Andy worked together previously at a successful large-cap growth firm in Arlington, VA.

 

Team

Our team today comprises seven professionals: four investment team members, two operations personnel, and a Chief Operating Officer/Chief Compliance Officer.

 

Product

Ithaka focuses on one product, a concentrated (maximum of 35 holdings) long-only growth equity product with a long-term investment horizon with the goal of adding value versus the Russell 1000 Growth Index.

 

Goal

To add value versus the Russell 1000 Growth Index, staying fully invested at all times.

 

Target Market

Our product is best suited for institutional and high net worth clients of financial intermediaries who seek 100% exposure to growth stocks. Our product’s long-term investment horizon and correspondingly low turnover will likely appeal to taxable and tax-exempt investors alike.

 

What Sets Us Apart

Two attributes set Ithaka’s product apart from the majority of equity products: its concentrated portfolio and its long-term orientation. Over time, superior execution in selling stocks will help distinguish Ithaka from its peers. 

 

Competitive Advantages

  • A focused, dedicated team of professionals

  • A nimble, four-person investment team led by an experienced CIO

  • A straight-forward, common sense approach to investing

  • A benchmark-agnostic approach

  • A concentrated, high quality portfolio of largely uncorrelated growth businesses

  • A thoughtful approach to portfolio construction

  • A proprietary, fundamental research process with a focus on what’s important in creating shareholder value

Contact Us

 

3 Bethesda Metro Center

Suite 810

Bethesda, MD 20814

tel: (240) 395-5000

fax: (240) 396-5610

 

Scott O'Gorman, Jr., CFA

Portfolio manager, President

tel: (240) 395-5000 x700

email: sogorman@ithakagroup.com

 

Chris White

Cedar Partners, ltd.

tel: (440) 792-4696

email: cwhite@cedarpartners.com