Ithaka US Growth Strategy
Investment Team
Product Profile
Inception year
Number of holdings
Style
Benchmark
Investment vehicles
Russell 1000 Growth
SMA, UMA
2009
25 - 35
Growth
Overview
-
Concentrated portfolio of 25 to 35 high quality growth companies
-
Expectation of multi-year holding leads to low turnover
-
Focus on companies with the ability to generate cash flow growth over the long term
Performance
As of 3/31/2022 (%)
QTD
YTD
1 YEAR
3 YEAR
5 YEAR
10 YEAR
ITD
Ithaka US Growth Strategy (Net)
Russell 1000 Growth Index
S&P 500 TR Index
(14.2)
(9.0)
(4.6)
(14.2)
(9.0)
(4.6)
0.7
15.0
15.7
18.8
23.6
18.9
20.8
20.9
16.0
15.8
17.0
14.6
18.1
18.1
15.3
Periods greater than one year are annualized. Inception Date: 1/1/09. The above information is supplemental to the GIPS® Report. Please refer to the GIPS Report and Disclosures.
As of 6/30/2021 (%)
YTD
ITD
(14.2)
(9.0)
(4.6)
18.1
18.1
15.3
Ithaka US Growth Strategy (Net)
Russell 1000 Growth Index
S&P 500 TR Index
Periods greater than one year are annualized. Inception Date: 1/1/09. The above information is supplemental to the GIPS® Report. Please refer to the GIPS Report and Disclosures.
Investment Team
Analyst
Portfolio Manager
Portfolio Manager
Senior Analyst