Since day one, we set our goal of excellence, transparency, decency and fairness. That is our constitution.
Our investment strategy is based on diversification, stock picking and long-term perspective. We believe in micro analysis approach.
We stress diversification between geographic, asset classes and different sectors. We analyze each financial asset carefully and try to pick the right one, not using ETFs or mutual funds. We seek to hold financial assets in accordance with our long-term view.
We believe in picking stocks and bonds that are applicable to our long-term strategy, hand picked.
Each financial assets is analyzed through micro perspective, using in-house analysis and third parties research. We hardly never buy Israeli securities using ETFs.
We specialize in corporate bonds based on our long-term experience, analysis and technology for continuous management.
We developed an internal grading system used for every debenture we purchase, in addition to online analysis giving each bond a score from 1 to 100, all computerized.
Our fixed-income portion of the portfolio is managed through our "layers strategy", based on diversification of the bonds over five dynamically layers of risk.
Our investment approach is build on long-term perspective. Almost all of the financial assets we purchase are based on a holding approach. We believe that the best way to navigate in the financial markets is taking into consideration long-term analysis, based on the company's future prospects.
We've been around for more than 40 years; we're very aquainted with the Israeli equity and debt markets.