Our Israel Public-Only strategy invests in public companies based in or related to Israel. Our concentrated equity portfolio capitalizes on a market that is underfollowed by both the buy-side and sell-side, leading to high quality businesses trading at deep discounts to global peers. We benefit further from strong demographic tailwinds arising from an economy with strong growth, fiscal discipline, and exciting innovation.

Our Partners strategy is a concentrated, long only fund investing in U.S. mid cap companies. This focus stems from a belief that mid caps boast better liquidity, stronger balance sheets, superior management teams, and more durable competitive advantages than small cap peers and are often more nimble, focused, and less well covered by the sell side than large caps. Following a disciplined approach to selecting strong companies, our strategy utilizes options as well as common stock for what we view as the best risk/reward.