Investment philosophy: The fund aims to achieve long-term capital growth from investments in equities and other securities of Israeli companies traded on the major U.S. exchanges. In addition, the fund may invest up to 30% in non-Israeli companies that have substantial interests in Israel. Management of the fund is characterized by an emphasis on stock picking. The management’s approach is based upon strict selection criteria, driven by an assessment of corporate fundamentals. The fund will typically hold between 40-60 individual holdings. Click here to download a copy of our ADV Part II.

The management looks for high-quality companies that are trading on attractive valuations. In particular, the focus will be on companies that have the potential for sustainable long-term growth that has yet to be recognized by the market. This would include companies with solid business models, offering competitive advantages such as dominant market share or a technological advantage. Other criteria may include the ability to offer earnings growth or recovery momentum greater than the sector or market average. In addition, the management looks for solid corporate governance and strong management.