Portfolio Asset Management
Yelin Lapidot’s Portfolio Asset Management is handled, for private as well as institutional clients, personally by Mr. Dov Yelin and Mr. Yair Lapidot, with the support of our Trade and Analysis departments. Yelin Lapidot’s highest performance in parameters of yield vs. risk, is ensured and sustained by a highly professional and dedicated team, welcoming every client to enjoy our personal service.
Yelin Lapidot holds the leading edge in Israeli market investments, resulting from close and personal relationship with the upper management of Tel-Aviv Stock Exchange public traded companies, and a longtime, in-depth knowledge and understanding of the various markets in which those companies trade. That is the recipe of our success.
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Dov Yelin - Joint CEO
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Yair Lapidot - Joint CEO
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A certified C.P.A and Business Administration (B.A) graduate of In 1991
Under his management D.S funds demonstrated significant over performance in comparison to other financial institutions operating in the same sectors. |
A certified C.P.A, a graduate of Business Administration and Economics (B.A) from the Under his resume is the authoring of the book "corporate value analyzing" which has already been released in four editions, University lecturer an the CEO of Bank Leumi's National Consultants Ltd for 13 years. National Consultants under Mr. Lapidot's leadership was considered to be a leading player in the Israeli financial analysis market and consulted both to Bank Leumi and other leading financial institutions in market. |
Yelin Lapidot Investment House was established at the beginning of the year 2004 by CPA Dov Yelin and CPA Yair Lapidot. Yelin Lapidot specialises solely in managing investments via mutual funds, provident funds and managed investment portfolios, having a total value of approx. NIS 40 billion. Yelin Lapidot Investment House does not engage in underwriting or brokerage. Some 200 staff are employed by Yelin Lapidot. Management of the investments is performed by a diverse team of investment managers and analysts, under the direct supervision and management of Dov Yelin and Yair Lapidot. Investment management at Yelin Lapidot is performed using a fundamentalist analysis approach – in-depth research into the macro conditions in the economy and in the capital markets, focusing on specific companies and industries. The Economic Department at Yelin Lapidot conducts an analysis and valuation of each company prior to any possible investment in shares or debentures, placing an emphasis on holding regular meetings with corporate management. An internal rating is set for each share or debenture, whereas the official ratings of the rating companies constitute an additional indication for the internal rating. All of the analysis work performed at Yelin Lapidot is used purely for internal purposes (“Buy Side”).
Contact details:
Yelin Lapidot - Portfolio Asset Management
Tel.: ++972-3-7132323
Fax: ++972-3-7132324
E-mail: info@yl-invest.co.il
Address:
