Israeli-related equities
The primary arena is the Tel Aviv Stock Exchange, focusing on publicly-traded Israeli and Israel-related companies.
Israeli hedge fund · since 2010
Focused investment managementin Israeli-related equities
The Trio Fund was established in 2010 by Amit Cohen and is one of the first hedge funds in Israel. The fund is focused on Israeli and Israel-related equities.
2010Established — one of the first hedge funds in Israel
Long / ShortEquity strategy focused on Israeli-related companies
FundamentalsIn-depth quantitative and qualitative research
Partnership
In partnership with Meitav Alternative
Today, Trio Fund operates in partnership with Meitav Alternative, the alternative investments arm of Meitav Investment House, as part of an ongoing effort to provide high-quality investment solutions to qualified private and institutional investors.
Investment approach
A Fundamentals methodology
The fund specializes in equities with an Israeli focus. The fund manager employs a fundamental investment approach, aiming to purchase stocks expected to generate excess returns while selling stocks anticipated to underperform. Within this framework, the fund operates under a long/short strategy. Investment selection is based on in-depth research that includes an analysis of both quantitative and qualitative factors, such as the company’s business environment, absolute and relative valuation, management quality, and exogenous factors that may impact performance.
In-depth research
Quantitative and qualitative measures — the company’s business environment, absolute and relative pricing, quality of management and exogenous factors.
Long / Short format
Buying stocks expected to generate excess returns, while selling stocks anticipated to underperform.
Risk management
A balanced portfolio, managed exposure
The fund managers will seek to invest in a wide range of companies with broad sector diversification.
- At least 15 different securities at any time
- A single position limited to 15% of fund assets
- Net positive exposure limited to 100%
- Net negative exposure limited to 50%
Limited partnershipIsraeli — for private and institutional investors
The people
The fund managers
The fund managers have extensive experience in investments, with an emphasis on the Israeli capital market.
Amit Cohen
Asaf Bason
Arad Rosenfeld
Chaim Trablsi
Moshe Rabinian
Qualified investors
Would you like to learn more about the fund?
We would be glad to present the fund’s activity, investment strategy and risk management. Investment in the partnership is by private offer only.