Investor Summary

Yoav Zelikovic is an Israeli investment analyst and portfolio manager leading Zelikovic Investments since 2019. Originally from the United States, he moved to Israel after high school and currently resides in Ashkelon with his family. He brings unique combination of legal and financial expertise, having practiced corporate and capital markets law at leading Israeli law firms representing publicly traded companies, banks, and startups. Prior investment experience includes independent portfolio management at Quantum Capital Markets and securities trading at Altshuler Shaham, one of Israel's largest investment firms. He is active in investment community, hosting weekly Hebrew podcast on value investing and frequently speaking at financial conferences.

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Fund Strategy

Deep value, contrarian investment approach focusing on small-cap equities with international diversification. Emphasizes quantitative and empirically based value investing principles learned from Warren Buffett, Seth Klarman, Prof. Joel Greenblatt and Prof. Wes Gray. Applies ergodicity principle prioritizing long-term survivability and avoiding risky bets. Strategy targets approximately 100 global small/micro-cap value stocks with strong return on equity and growth potential. Maintains patient capital deployment with disciplined risk management approach.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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