Investment Portfolio Management

Azimuth Investment House manages investment portfolios with varying levels of risk, both for private clients and institutional clients as well as companies. Each portfolio is tailored specifically to the client, with full transparency and ongoing support.

The team managing investments at Azimuth consists exclusively of the primary partners, who have extensive experience and many years of professional expertise in the capital markets across various aspects. The minimum portfolio size is 500,000 NIS.

Our values

Research process

Advantages of Managing a Foreign Investment Portfolio at Azimuth

Exclusive and unique collaboration with a Swiss investment house.

Leveraging expertise to combine diverse foreign markets and asset classes, while increasing portfolio diversification.

Managing a portfolio that can serve as a high-quality solution during periods of instability and high volatility in the local market.

Taking advantage of investment opportunities in other foreign markets, with a focus on the U.S. market.

Foreign Investment Portfolio Management

Invest in all worlds

Azimuth Investment House offers investment solutions that allow its clients to gain exposure to a wide range of financial assets and global investment opportunities.

Azimuth has a close and exclusive collaboration with an established Swiss investment house with rich experience in managing investments in foreign markets. This collaboration enables Azimuth to offer its clients the opportunity to manage a portfolio that is entirely invested in foreign assets, while utilizing the knowledge, experience, and extensive expertise.

Advantages of Management through a Self-Managed Further Education Fund and/or Self-Managed Provident Fund

Maximum control over risk profile and asset mix.
A dynamic ability to react and adjust risk profile and asset mix to market conditions.
Full transparency of all assets comprising the fund.
An overview of all the client's provident and pension funds in order to maximize the possibility of tax benefits.
Direct and personal contact with the investment manager.

IRA Individual Managed Provident Fund

What is IRA?

A solution for medium/long-term savings that allows for management of certain provident and education funds tailored to the client's individual needs. Full control over the nature of the investment and the asset mix.

Research Process and Guiding Principles for Asset Selection

A personal meeting with a senior representative of the company prior to investment, in order to gain an in-depth and direct understanding of the company’s activities and human capital.

Review of the company’s financial data.

Examination of the industry in which the company operates and its competitors.

Monitoring developments within the company and the industry.

Independent and creative thinking.

Exploiting market failures, anomalies, and changes in preferences to "acquire" assets that have fallen below their economic value, primarily in the bond market.

Using the bond ratings from leading rating agencies as a tool, with a focused perspective based on accumulated experience to identify errors and delays in adjusting ratings to company activities.

Examining the size and liquidity of the specific security issues.

Values by which Investment Portfolios are Managed

Reliability and loyalty

Professionalism

Transparency

Tailoring investments to client's needs

Independent creative thinking