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Ithaka Fund

Institutional investor

Arlington · Growth · 8 people tracked

Also known as THE ITHAKA GROUP, LLC

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Investment thesis

The Ithaka US Growth Strategy invests in a concentrated portfolio of 25 to 35 high-quality US growth companies. The approach targets businesses expected to generate cash flow growth over the long term, with an expectation of multi-year holding periods that result in low portfolio turnover. The strategy is benchmarked against the Russell 1000 Growth Index and offered through SMA and UMA investment vehicles, with an inception date of January 1, 2009.

Invests inSector AgnosticArlingtonNorth AmericaUnited States

Source: firm website, verified Nov 3, 2026.

Stage
Growth
HQ
Arlington, US
Founded
2009
AUM
$572.1M

Team · 8 people

from the firm's website & public directories
Scott E. O'Gorman· President, CIO, Portfolio Manager
Amanda Sawyer· Senior Operations Associate & Marketing Coordinator
Andrew J. Colyer· Director of Research, Portfolio Manager
Cyndy P. Jones· Director of Operations
Daniel J. White· Senior Research Analyst, Portfolio Manager
Robert A. Katzen· CFO
Zander Zidlicky· Senior Research Associate
Thomas Kang

Frequently asked questions

What stage does Ithaka Fund invest at?
Ithaka Fund invests at the Growth stage.
What sectors does Ithaka Fund focus on?
Ithaka Fund focuses on Sector Agnostic.
Where is Ithaka Fund located?
Ithaka Fund is headquartered in Arlington, US.

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