Trio Fund
Trio Fund was established in 2010 and is among the veteran hedge funds operating in Israel.
The fund operates in partnership with Meitav Alternative, the alternative investments arm of Meitav Investment House, as part of a joint activity providing investment solutions to qualified private and institutional investors.
The fund is an Israeli limited partnership, specializing in the management of equity portfolios, and is intended for private and institutional investors who meet the definition of a “Qualified Investor” in accordance with applicable law.
Trio Fund Activity
The fund focuses on investing in equities with a connection to Israel, with its primary market of activity being the Tel Aviv Stock Exchange. The fund managers have significant experience in investment management, with an emphasis on the Israeli capital market.
Investment management is conducted based on a methodology grounded in economic and financial analysis (Fundamental Analysis) for the purpose of making investment decisions, including the purchase and sale of securities.
Within this framework, the fund operates under a long/short investment structure on the Tel Aviv 125 Index, in accordance with the fund manager’s discretion and the investment policy.
Investment selection is carried out following a research and analysis process that includes the examination of quantitative and qualitative indicators, as well as the company’s business environment, its valuation characteristics, management quality, and external factors that may affect its activity.
The fund manager applies principles of risk management and investment diversification, with the aim of balancing between return potential and level of risk in the portfolio. The management of exposures, investment structure, level of diversification, and control measures are carried out in accordance with the sole discretion of the fund manager and the risk management policy, which may change from time to time depending on market developments and macroeconomic conditions.
Key Investment Advantages
The information provided on this website is general and concise regarding the Fund’s terms and operations, is not binding, and should not be relied upon in any way. Investment in funds and/or other alternative products will be made based on a private offer and at the sole and absolute discretion of the General Partners, only in accordance with the Fund’s investment documents and the terms detailed therein, after the investor has received, reviewed and personally evaluated them through their own means, without reliance on the information on this website, the managers of the funds and/or other alternative products and their representatives, and has signed all the Fund’s investment documents.
The information provided does not constitute a substitute for tax advice, legal advice or investment advice from a licensed investment advisor who takes into account the individual needs and circumstances of each person. Every investor is required to independently assess all aspects of the investment in the funds or alternative products.
Rights in the funds or the other products are not offered and will not be offered to the public, and this information does not constitute a public offering for investment. The foregoing does not constitute a commitment by the Fund Manager to the terms of the funds and/or the alternative products, the achievement of higher returns or the avoidance of loss.