Menora Mivtachim Pension and Provident Funds

Overview

Menora Mivtachim Pension and Provident Funds is Israel's largest motor insurance and pension group, managing over NIS 361 billion in assets. Established in 1935, the company offers a comprehensive range of insurance products, including life, health, and motor insurance, serving approximately two million customers. The group is publicly traded on the Tel Aviv Stock Exchange and is recognized for its credibility, responsibility, and stability in the financial sector. The company's investment strategy encompasses a diverse portfolio, focusing on various asset classes such as fixed income, equity, real estate, infrastructure, private equity, and venture capital. Menora Mivtachim targets multiple investment stages, including growth, late stage, buyout, turnaround, distressed, and pre-IPO opportunities. Geographically, the firm has a broad focus, investing in countries across North America, Europe, Asia, and Israel. Its industry interests are equally diverse, spanning sectors like financial services, technology, healthcare, energy, consumer goods, and more. Menora Mivtachim's investment philosophy emphasizes a balanced approach, aiming to achieve sustainable growth and value creation across its varied portfolio. The company's extensive experience and established presence in the market contribute to its reputation as a leading institutional investor in Israel and beyond.

Portfolio Companies