Value Investing in Israel

Olivier Dambrine 03 May 2015

According to Ori Eyal, manager of the EVCM fund and protege of Guy Spiers, it's a great time to invest in Israel. With a population of 7,6 million, Israel enjoys a technologically advanced economy, brimming with entrepreneurial activity. It has been called the "start-up nation" since it has more start-ups per capita than any country in the world.

Ori explains:

Most of these start-ups are technology-oriented. To some extent, this has resulted in less focus on non-technology companies in Israel. Non-tech companies are often overlooked by investors in Israel, which creates an opportunity for us. As a value investor, I love investing in stable, boring companies that generate lots of cash. Israeli banks, insurance companies, REITs, and old-fashioned industrials may not be as exciting as the hot new technology start-ups. Still, they can often generate great returns for investors with much lower risks.
To take advantage of this opportunity, he created the Emerging Value Israel Fund. Read more about this here

From today onwards, we're adding Israel to our premium and professional - Asia subscriptions. Our members can now scan the Tel Aviv stock market looking for Greenblatt magic formula stocks, O'Shaughnessy trending value stocks, or use one of the many other screens to find stocks with a higher probability of increasing significantly in value in the near future.