ITHAKA GROUP LLC Overview

Ithaka Group Llc is an investment advisor that manages 649.2 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 636MM in positions, representing 98% of the manager's regulatory AUM.

ITHAKA GROUP LLC StockAlpha

-5.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ITHAKA GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 7.69% Tech -10.03% -0.59% 0 37%
V 5.82% Tech -8.25% -0.35% 0 26%
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ITHAKA GROUP LLC Founders and Key Employees

Name Title In Position Since
William L. Johnson Manager, Chief Executive Officer, Chief Investment Officer February-2008
Scott E. O'Gorman Manager, President June-2008
Andrew J. Colyer Manager, Vice-President, Director Of Research June-2008
William C. Trimble Manager June-2008
Robert A. Katzen Chief Financial Officer, Chief Compliance Officer July-2008
Scott E. O'Gorman Chief Operating Officer September-2013

ITHAKA GROUP LLC Brokers, Custodians, Auditors and Administrators

Type Company

ITHAKA GROUP LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

The methods of analysis we use to manage accounts are primarily fundamental. Ithaka reviews, among other things, financial newspapers and magazines, company press releases, annual reports, prospectuses and other SEC filings, company websites, and third-party research and will typically speak with management and investor relations departments for companies in which it invests or is considering investing.

Our primary investment strategy is to seek long-term capital appreciation by investing in a mix of large, mid and small capitalization stocks which have substantial growth potential. Ithaka seeks companies which possess characteristics that foster the creation of long-term value, such as


3
prospects of continued strong cash flow, substantial market opportunities due to secular trends; sustainable competitive advantages; and managers with operating skills who are focused on creating sharehol...
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ITHAKA GROUP LLC Portfolio Concentration

ITHAKA GROUP LLC Location

3 BETHESDA METRO CENTER
SUITE 420
BETHESDA, Maryland
UNITED STATES, 20814

ITHAKA GROUP LLC Contact Information

Phone Number: 240-395-5000
Fax Number: 240-395-2467
Website:

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