IBI.TA
IBI.TA
IL0001750186
IBI INV HOUSE
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Company Profile

I.B.I. Investment House Ltd is an investment firm focused on Private Equity, Private Credit, Infrastructure, and Real Estate. It seeks to make investments in Israel, Spain, and the United States. The firm primarily targets green energy, gaming, fintech, cloud services, cyber, autonomous vehicles, internet, communications, and healthcare. It also targets data centers, 5G antennas, and fiber optics. The firm manages assets through mutual funds, hedge funds, alternative investment funds, and portfolio management accounts. I.B.I. Investment House Ltd was founded in 1971 and is based in Tel Aviv, Israel.

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Key Metrics & Overview

Detailed metrics & financial data of the company

Company Profile
5 Metrics

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

7/7 Very High
5Y Volatility
40.6% p.a.
Max Drawdown (5Y)
-47.2%
Sharpe Ratio (5Y)
0.93
Beta Factor
0.62
Size Class
Mid Cap
Notes & Warnings
Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).
Exemplary balance sheet strength: Very solid ratio of equity to debt.
Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (40.6% p.a.).
Historical Stress Test: Maximum peak-to-trough drawdown of -61.6% in the extended horizon.
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