Investment Philosophy

Meitav Dash's investment philosophy is grounded in innovative analysis and fundamental trading strategies, based on long-term portfolio performance.
Our approach has earned us a consistent performance track record, even in the most turbulent times of markets.

Meitav Dash's expert analysts and investment managers evaluate macro economic indicators while screening leading sectors and potential companies. Our team nurtures relationships with key companies and personnel, closely profiling customers, suppliers, employees and distributors. Thorough risk analysis is undertaken that includes in depth analysis of balance sheets, income statements and cash flow statements.

Throughout this entire process, our clients remain at the core. The constant exchange of information, feedback and guidance offered to portfolio holders results in intelligent decisions and strategic investments.

Portfolios are continuously monitored for performance and composition by Meitav Dash's Chief Investment Officer and our clients enjoy exceptional service and frequent status reports detailing the position of their portfolio.