Investment Philosophy  
 

Ion Israel Fund

 

Ion Israel Fund's (IIF) investment philosophy is to offer investors exposure to a portfolio of companies based in or closely tied to Israel, by deploying a long-term, fundamental research driven investment process.  At least 80% of investments will be in the securities of Israeli and Israel-related companies, which includes not only companies located in Israel, but also companies which have a significant presence in Israel, or have operations that have a major impact on the Israeli economy.
 
IIF's investment style is fundamental, bottom-up stock selection, with a value bias.  IIF's managers will seek to identify and invest in a range of companies with solid long term revenue and earnings growth prospects, on reasonable valuations. Emphasis is placed on managing a balanced, relatively concentrated investment portfolio with broad sector diversification and focus is placed on identifying high quality management teams. IIF also engages in short-selling and employs various other hedging strategies.

 

 

 

 

 

 
 
© All rights reserved. Ion Israel Fund is available worldwide with the exception of the UK, where it is available as IIF. Ion has no connection to Ion Asset Architecture UK Limited.