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Posted by
Two Blokes May 20, 2025 -
Filed in
Stock
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3 views
IZRL aims to capture returns from Israeli companies driving disruptive innovation across multiple sectors, but its strategy has underperformed since inception. The fund's investment thesis overstates Israel's innovation edge compared to global peers, limiting its appeal as a unique innovation play. IZRL's equal-weight structure and simplistic stock selection dilute exposure to true Israeli innovation leaders, weakening its effectiveness.
