Investment Strategy

Our Thematic Portfolios powered by our exceptional AI is truly remarkable in its performance, executing investment strategies with unparalleled precision. Its ability to analyze vast amounts of data and identify emerging trends leads to extraordinary outcomes, consistently achieving tremendous results. The portfolio’s exceptional Alpha generation showcases its power in outperforming the market and delivering substantial returns. With our AI’s advanced algorithms at its core, the thematic portfolio demonstrates a unique capacity to adapt to dynamic market conditions, further enhancing its already impressive track record.

BW Strategy
Psagot US Hotels and Leisure
Psagot US Cyber
Psagot US Aerospace and Defence
Psagot US REIT
Psagot US Healthcare
Psagot US Utilities
Psagot US Energy + Green Energy
Psagot US Banks
Fund Number ID
5136502
5136460
5136635
5136643
5136528
5136452
5136486
5136478
Year-to-Date
30.65%
19.00%
20.76%
8.44%
1.27%
-1.44%
4.92%
-12.49%
Month-to-Date
1.69%
0.36%
0.64%
1.77%
-0.75%
1.32%
2.52%
0.95%
Benchmark
ARCA:PEJ
^KCYBERP
^SPSIAD
ARCA:XLRE
^IXV
^IXU
^IXE
^SPSIBK
Year-to-Date
13.62%
14.44%
9.67%
2.38%
-3.13%
-6.55%
-6.91%
-20.32%
Alpha
17.03%
4.56%
11.09%
6.06%
4.40%
5.11%
11.83%
7.83%

Exceptional Alpha

Fully Automated

Low on resources

In the news: Read what Psagot fund had to say about our Investment Strategy

In 8 out of 10 funds, the results are better than the parallel indices. In quite a few cases, the results are better even after neutralizing the effect of the rising USD rate.

How it works

The automated AI based model is based on an examination of more than 200 parameters collected from public information.

The model analyzes the data on a daily level, based on machine learning system techniques and estimates the expected increase in the value of the companies’ shares.

Each stock receives a rating that represents the probability of generating over performance compared to the other analyzed stocks.

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All the information is presented in concise, easy-to-understand reports offering deep insights in any language.

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