NEWS & INSIGHTS
Kamada – dually listed on the Nasdaq and on the TASE (ticker KMDA), 3.5% holding in Fund
We wrote about Kamada in March when the company announced its plans to utilise its Hyper-Immunoglobulin (IgG) Platform Technology to...
Plus500 – listed on the London Stock Exchange (ticker PLUS.L). 3.5% position in the Fund.
Plus500 develops and operates an online trading platform for individual customers to trade contracts for difference (CFDs on approximately 2,800...
NICE – Dually listed in the TASE and the Nasdaq (ticker NICE). 3% position in the Fund.
NICE is an Israeli based company and the world’s leading provider of both cloud and on-premises enterprise software solutions. Their...
Radcom – listed on the Nasdaq (ticker RDCM)
RADCOM is a leading expert in cloud-native Network Intelligence for telecom operators transitioning to SDN/NFV (Software Design Networks/Network Functions Virtualization)....
SolarEdge – listed on the Nasdaq (ticker SEDG)
In January 2018 we wrote about a company called SolarEdge. We described SolarEdge as having a significant technological advantage that,...
New investor credo: in private equity we trust
Image credit: Jane Dempster/The Australian Licensed by The Copyright Agency (David Rogers, The Australian) Russel Pillemer has been blown away...
8 pillars for investing in uncertain times
Many of us are struggling to make sense of the world at the moment. It seems to lurch from crisis...
PE1 Portfolio Update
One of the benefits private companies have in times of extreme volatility and market turmoil is an ability to pivot...
When small is big
The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...