Industry Newsfund performancegrowth stocksithakaai valuation
Ithaka Reports Q4 Portfolio Performance And Review
6.2
Ithaka Asset Management reported its Ithaka US Growth Strategy returned -5.9% gross in Q4 2025, trailing the Russell 1000 Growth (+1.1%) by 700 basis points. The firm cited stock selection as the main detractor amid sector rotation, a 43-day government shutdown, and renewed debate on AI valuations; the Fed cut rates twice and paused QT, expanding its balance sheet by about $100 billion.
Key Points
- 1Reported Ithaka US Growth Strategy returned -5.9% gross in Q4, trailing R1000G by 700 basis points.
- 2Noted stock selection detracted ~740bps while sector allocation added ~40bps, highlighting idiosyncratic stock weakness.
- 3Maintain concentrated positions focusing on durable secular tailwinds, prudent management, and advantaged business models.
Scoring Rationale
Official fund report offering actionable portfolio detail and market context, limited novelty and firm-specific scope.
Sources
Public references used for this report.
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