Earns management and subscription fees on the open-ended mutual funds it manages, concentrated in leveraged high-risk funds, plus asset-based fees on discretionary client portfolios.
Geographic Exposure
Israel100%
Revenue Drivers
Mutual fund management
Manages open-ended funds, mainly leveraged high-risk strategies, for management and subscription fees
CORE99.2%
Investment portfolio management
Discretionary management of client securities portfolios and personal provident-fund accounts
PERIPHERAL0.8%
End Markets
Retail Fund Investors
Private Clients
Corporate Clients
IRA Provident Fund Savers
Specializations
Leveraged high-risk fund strategiesThreefold leveraged index tracking productsDiscretionary trading under client powers of attorneyPortfolios constructed from affiliated mutual fundsAlternative investments platform
