The Ithaka Group is an independent investment boutique that specializes in managing high-quality, concentrated growth equity portfolios. We currently offer two strategies: a US large-cap growth strategy and an international large-cap growth strategy. 

ONE FIRM

Identify superior companies

  • Identify companies achieving business success

  • Understand sources of that success

  • Determine likelihood success continues

 

Balance concentration and diversification

  • Own 20 to 40 companies

  • Cap sectors and holdings

 

Maintain the portfolio, selling when appropriate

  • Invest with intention to hold for three to five years or longer

  • Sell when holding is no longer likely to add value relative to alternatives

  • Stay fully invested at all times

ONE PROCESS

ONE GOAL

Ithaka seeks to generate superior returns for our investors over time while being thoughtful about risk.

Ithaka's core belief is that over time a company's share price follows its free cash flows. The ability to grow free cash flows comes from having opportunities to effectively allocate capital with high returns on that capital. A company that can grow cash flows for many years can compound returns for investors over many years.  

ONE PHILOSOPHY