Kol Ami Fund | Investment Group Israel

The Fund

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.

Performance

2025 Results

Results represent simulated performance based on real-world market data; no actual assets were managed or traded

+0%

Kol Ami Fund

+0%

S&P 500

Kol Ami Fund S&P 500

+18.3pp

Alpha vs Benchmark

1.68

Sharpe Ratio

1.31

Information Ratio

Portfolio return for calendar year 2025. Past performance does not guarantee future results.

View Full 2025 Report

Portfolio

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%

View Full Holdings

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

How We Operate

Fund Governance

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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.

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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.

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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.

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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.

Our People

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.

Senior Advisor

Sandrine Bernstein

Senior Advisor

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.

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