Forest Investment House, LTD

Overview

Forest Investment House, LTD is an independent, employee-owned investment firm based in Tel Aviv, Israel. Established in 2007, the firm specializes in managing investments through mutual funds, managed investment portfolios, and private equity funds. Their investment approach is grounded in fundamental research, aiming to identify undervalued opportunities and companies with potential for growth at reasonable prices. The firm focuses on small-cap companies, believing that market inefficiencies often occur in the valuation of smaller, lesser-known entities. Forest Investment House is not engaged in investment banking, brokerage, or proprietary trading, ensuring an independent investment process free from conflicts of interest. Their portfolio includes a range of mutual funds and private equity investments, primarily targeting the Israeli market. The firm's investment philosophy emphasizes independent thinking and a disciplined analysis process, leading to a record of strong performance. This approach has contributed to the firm's growth, primarily through referrals. The team comprises professionals with diverse expertise, including operations, investment management, marketing, and research, all committed to upholding the firm's values of research, performance, and integrity.

Investment Focus

• Focus on small-cap companies
• Preference for undervalued opportunities with growth potential
• Independent research-driven investment decisions
• No engagement in investment banking, brokerage, or proprietary trading

Portfolio Companies