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 03/31/21. The fund's latest filing disclosed 738MM in positions, representing 114% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/21. The fund's latest filing disclosed 738MM in positions, representing 114% of the manager's regulatory AUM.
ITHAKA GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ITHAKA GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 7.57% | Cons. Disc. | 8.42% | 0.14% | 0 | 0% | ||
| MSFT | 6.92% | Tech | 21.8% | 0.37% | 0 | 0% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
ITHAKA GROUP LLC Portfolio Concentration
ITHAKA GROUP LLC Location
3 BETHESDA METRO CENTER
SUITE 420
BETHESDA, Maryland
UNITED STATES, 20814
SUITE 420
BETHESDA, Maryland
UNITED STATES, 20814
ITHAKA GROUP LLC Contact Information
Phone Number: 240-395-5000
Fax Number: 240-395-2467
Website: null
Fax Number: 240-395-2467
Website: null
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