©2019 Designed by 2ordigital

Legal disclaimer: The data detailed above constitute general information regarding the Partnership's operations. The investment in the partnership is based on a private offering and at the sole and absolute discretion of the general partner. Rights in the partnership are not offered and will not be offered to the public. The foregoing does not constitute an indication and / or any undertaking regarding the future results of the Partnership's activity. The investment in the partnership is in accordance with the terms of the partnership agreement to be signed between the general partner and the investor, containing risks as detailed in the partnership agreement, as well as additional risks deriving from exposure to securities. The foregoing does not constitute a substitute for investment advice by a person authorized to do so, which is consistent with the customer's needs. Publication of this information does not constitute an offer to the public to invest in the partnership.

  • LinkedIn Social Icon

The fund

Value^2 - The Responsible Investment Fund, invests in global public equity that adheres to our three golden principles: 

 

  • Responsible companies with high Environmental, Social and Governance (ESG) performance; 

  • Companies with Sustainable Goods and Services (SGS) which provide solutions for global challenges and thus encompass impressive growth potential;

  • Companies with high-quality financial performance and potential;

 

The Investment Process and Our Methodology:

Choosing the leading ESG-performing companies that supply goods and services with high growth potential (SGS). The analysis is done in partnership with Vigeo Eiris

Financial analysis of the high-performing companies leads to "cherry picking" of the highest quality equity options.

The investment committee, which convenes at least once a week, builds the investment portfolio and determines the correct exposure to the various companies, sectors and geographical zones.

The fund's inherent advantages:
 

  • Investing in leading companies with outstanding management level.

  • Low volatility relative to other equity portfolios.

  • Reduction of risk exposure through hedging and  "short strategies".

  • A unique methodology for quality ESG and  financial integration. 

  • Increasing opportunities to invest in high-growth companies. 

  • Correlating between values and financial outcomes. 

  • Multidimensional analysis for each company.

  • Partnership with Vigeo Eiris - A global leader in ESG analysis