Fund Description
Kepler Capital is a global hedge fund specializing in small- and mid-cap equities across developed markets. Our objective is to generate sustained alpha relative to benchmarks through a combination of rigorous, independent research and disciplined risk management. We operate with a core principle of aligned interests; our managers are significantly invested in the fund, fostering a culture of transparency and responsibility dedicated to long-term value creation.
Our vision
To serve as a leading global investment firm, operating fairly and transparently, and committed to creating lasting value for its clients through excellence, professionalism and responsible management of capital
Maintain mental flexibility and independent thinking
Act fairly and transparently with all investors and partners
Provide our customers with the best service
Maintain our
passion for investing
Strive for excellence and professionalism in everything we do.
Manage with integrity and responsibility
Our values
Meet the team
Danny Schwartz
Managing Partner, COO
Managing Partner at Kepler Capital for about 7 years, and brings with him experience in senior management positions in defense companies in the Israeli economy.
Has extensive experience in the capital market and family wealth management.
BA in Economics.
Amit Shamir
Managing Partner, CEO
Managing Partner at Kepler Capital for 7 years, with over 16 years of experience in investment management and financial consulting for leading companies in the economy. MBA with a specialization in finance and accounting from Tel Aviv University, and a BA with honors in economics from Ben-Gurion University.
Mark Shrogadsky
Managing Partner, CIO
Managing Partner at Kepler Capital for about 7 years, with 15 years of experience in a variety of roles in high tech and extensive experience in the capital market and family wealth management. Advised institutional entities and hedge funds, graduated with an MBA with honors from the Technion and a B.Sc. in Electrical Engineering from the Technion.
Lioz Bengal Bozaglo
Analyst
Analyst on the investment team, focused on artificial intelligence, energy and infrastructure. Second-year accounting student and manager at Reichman and has 5 years of experience in trading and corporate analysis. Graduate of service in the technology unit of the Military Intelligence and hosts the podcast "In the Money" in collaboration with Reichman and the Phoenix.
Yair Zisling
Analyst
Analyst on the investment team, focused on technology and defense-tech companies.
Has 5 years of experience in trading and company analysis, while performing managerial-business roles in a wide variety of Israeli high tech technology companies. Completed 8 years of operational service in a special unit.
Strategy
Independent and in-depth research
At Kepler Capital, investing begins with a true understanding of the businesses and the people who lead them.
We believe that the path to creating value relies on independent and in-depth research of financial statements, alongside meetings and conversations with management, and a thorough examination of the organization's culture and human capital.
Financial conservatism and strict risk management
The fund operates according to the principles of value investing - investing in companies that are trading below their true economic value, while maintaining patience, financial conservatism and avoiding overpayment. Along with broad geographical and sectoral diversification, the fund manages risks rigorously and uses hedging strategies to an appropriate extent, not to predict the market, but to protect capital when necessary.
Passion for investments and constant learning
Kepler Capital is driven by a true passion for the world of investments. We maintain independent thinking and mental flexibility – with the belief that creating true value requires consistency, a commitment to excellence, and constant learning.
The information presented on this website constitutes general information only regarding the activities of the Kepler Capital hedge fund.
The investment in the fund is made as part of a private offering and at the full and exclusive discretion of the fund manager. Rights in the fund are not and will not be offered to the public.
Investment in the fund is carried out through formal investment agreements between the investor and the fund manager, and it entails risks as detailed in the fund documents, including risks arising from exposure to securities and market volatility.
Kepler Capital allows qualified investors, as defined by law, as well as non-qualified investors, to join, subject to the number limits set by law and in accordance with the terms of the fund documents.
The fund manager has full and exclusive discretion regarding accepting investors and communicating with them.
The information on the site does not constitute investment advice, investment marketing, tax advice, or a substitute for receiving professional advice that takes into account the data and needs of each person.
Any reliance on the content of the site is the sole responsibility of the user.