Israel-based hedge funds

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Ion Israel Fund

Ion Asset Management is a Cayman-domiciled fund manager that launched its first fund, Ion Israel in June 2006. The Ion Israel Fund is a long/short equity hedge fund that focuses its investments in publicly-traded Israeli and Israel-related securities. The Fund invests in a range of companies with solid long term revenue and earnings growth prospects, trading at what the managers view as attractive valuations. Emphasis is placed on managing a diversified, but relatively concentrated investment portfolio with broad sector and industry diversification. There is a focus on identifying high-quality management teams. The Fund is designed for institutional and high net-worth investors.

Ion’s founding partners and portfolio managers Stephen Levey & Jonathan Half have extensive capital markets expertise, each with more than 15 years of equity research and investment management experience. They were ranked the #1 Israeli research team by Institutional Investor magazine for six consecutive years. Their in-depth knowledge gained from extensive research provides invaluable insight and access to attractive investment opportunities.

For further information about the Ion Israel Fund, see its Executive Summaries:

Prelude Israel Fund

The Prelude Israel Fund invests primarily in Israeli and Israeli-related securities with an added focus on small and mid-cap companies. The Fund’s objective is to generate superior long-term returns which outperform relevant equity indices. The Fund capitalizes on its local presence in Israel, extensive network within the Israeli business community, and its affiliation with Fortissimo Capital, a leading private equity firm, to identify opportunities and investment themes. The Fund uses various investment strategies to reduce portfolio risk and volatility including: Long/short equity positions, options strategies, and broad market hedging strategies. [Disclaimer: This is not an offer to sell or a solicitation to buy any security or interest in any fund. This summary is for discussion purposes only. An offer to invest in the Prelude Israel Fund may be made only through appropriate subscription documents available only from the managers of Prelude Israel Fund.]

The Prelude Israel Fund is managed by ELAN ZIVOTOFSKY. Elan has 14 years of on-the-ground experience focusing on Israeli companies and capital markets. Elan was head of Israel Technology Banking at Lehman Brothers, Head of Israel Research at Goldman Sachs, and a portfolio manager at Oasis, a global hedge fund. The Fund manager and the sponsor have a significant investment in the Fund, aligning interests with investors. As of June 30th, 2011, since inception (1/1/10), the Fund has returned 29% net of fees, outperforming all key benchmarks.
For further information, please contact Elan Zivotofsky at: elan@ffcapital.com

Sphera Funds Management Ltd (“Sphera”)

Sphera Funds Management Ltd (“Sphera”) is an Israeli based fund manager, established in December 2003. The funds managed by Sphera specialize in long-short equity investments specifically in the realm of Israeli-related companies listed on the Israeli, US and European stock exchanges and the healthcare industry. Sphera currently manages approximately $400m in different investment products. [Disclaimer – This overview is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any interests in any fund managed by Sphera or any other securities. Any such offering will occur only in accordance with the terms and conditions set forth in the offering memorandum pertaining to such fund, if and when offered. Interests in the funds can only be offered for investment to "accredited investors" within the meaning of Regulation D under the Securities Act of 1933.]