A student-managed equity portfolio focused on global growth opportunities, delivering institutional-quality research and risk management.
About Kol Ami
The Kol Ami Student Managed Investment Fund is the flagship program of Investment Group Israel at Reichman University. Selected through a competitive process, fund members conduct fundamental equity research, present investment theses, and manage a portfolio through a committee-based decision structure. The fund maintains a concentrated, high-conviction portfolio of global equities with a focus on identifying asymmetric risk-reward opportunities across sectors and geographies.
2025 Results
Results represent simulated performance based on real-world market data; no actual assets were managed or traded
Portfolio return for calendar year 2025. Past performance does not guarantee future results.
Select Holdings
| Company | Sector | Weight |
|---|---|---|
| Rocket Lab USA RKLB | Aerospace & Defense | 6.4% |
| Advanced Micro Devices AMD | Semiconductors | 5.6% |
| Oscar Health OSCR | Healthcare | 4.6% |
| Micron Technology MU | Semiconductors | 4.3% |
| ASML Holding ASML | Semiconductors | 4.1% |
Recent Transactions
| Date | Company | Action | Details |
|---|---|---|---|
| May 19, 2026 | UnitedHealth Group UNH | Sell | Sold 550 @ $387.00 · +$212,850 |
| May 5, 2026 | Advanced Micro Devices AMD | Sell | Sold 700 @ $355.26 · +$248,682 |
| May 5, 2026 | Micron Technology MU | Sell | Sold 300 @ $640.20 · +$192,060 |
| May 4, 2026 | Kazatomprom KAP.L | Sell | Sold 3,000 @ $88.00 · +$264,000 |
| Apr 1, 2026 | SoFi Technologies SOFI | Buy | Bought 6,000 @ $16.32 · −$97,920 |
Analyst Research
Every position in the Kol Ami portfolio is backed by rigorous fundamental analysis. Our analysts produce institutional-quality equity research covering valuation, catalysts, and risk.
Fund Governance
Decision-Making
The portfolio is managed by an Investment Committee of 12–15 members, all alumni of IGI. All decisions to open or close positions require a simple majority vote following a formal debate of the investment thesis.
Active Review Cycle
The committee meets bi-weekly to audit current holdings, review real-world market data, and adjust positions based on new macroeconomic developments.
Advisory Oversight
The committee is advised by Sandrine Bernstein, a Wharton graduate and seasoned wealth manager. She provides expert guidance on position sizing and risk management, and maintains veto authority to ensure strict adherence to risk parameters.
Operational Framework
The portfolio applies fundamental research to real-world data as a high-fidelity simulation. This shadow portfolio structure serves as a specialized incubator to validate the student-managed investment fund model, utilizing a diverse team of international students.
2025 Fund Team
A Global Perspective
Our investment committee brings together students from across the world — combining diverse market perspectives, cultural insights, and analytical frameworks to identify opportunities others miss.
Wharton graduate and seasoned wealth manager, Sandrine leads Investment Group Israel and advises Kol Ami, bringing decades of experience in asset management, private equity, and financial advisory.
Investment Group Israel
Kol Ami is the flagship fund of Investment Group Israel. Learn more about IGI's educational programs, stock pitch competitions, and how to get involved.
Explore IGI →