According to Ori Eyal, manager of the EVCM fund and protege of Guy Spiers, it's a great time to invest in Israel. With a population of 7,6 million, Israel enjoys a technologically advanced economy, brimming with entrepreneurial activity. It has been called the "start-up nation" since it has more start-ups per capita than any country in the world.
Most of these start-ups are technology
oriented. To some extent this has resulted in less focus on
non-technology companies in Israel...[more]
After adding India a few weeks ago, we now added Russia, Brazil and China to complete the BRIC countries.
China adds 2.313 stocks with primary listing on the Shenzen and Shangai stock markets. This comes on top of the 1.555 stocks supported in Hong Kong and the Chinese companies listed on the foreign stock markets...[more]
What an exceptional first quarter it was. Most European indices
increased by double digit figures spurred by the ECB’s stimulus
program, which is driving down the value of the Euro and
making European companies more competitive globally. The
STOXX 600 is now 16% higher compared to the start of the
year. Our European portfolio showed a positive alpha of 5.7,
finishing the quarter with a gain of 21...[more]
A few weeks ago we took some important steps to improve our database. We switched from the Thomson Reuters Business Classification scheme (TRBC) to the Global Industry Classification scheme (GICS). While this change required a significant effort to adjust all screeners, it increased the number of stocks from 22.700 to just over 24...[more]