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Clal Pension And Gemel Ltd
Barak Benski · Pension Fund · Multi-Strategy
Clal Pension and Gemel Ltd is a leading Israeli institutional investor and a key subsidiary of Clal Insurance Enterprises Holdings Ltd, one of the nation's largest financial services groups. Established to provide comprehensive long-term savings solutions, the firm specializes in managing pension funds, provident funds, and study funds for a broad spectrum of private and corporate clients. As a major player in the Israeli capital markets, it oversees significant assets across domestic and international portfolios. The institution has evolved alongside the Clal Group since its inception in 1987, adapting to numerous regulatory reforms in Israel's retirement savings landscape. Its primary focus is ensuring the long-term financial security of its members through professional asset management and high-quality service, maintaining a significant market share in the competitive pension and provident sector.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | 0.0% |
| YTD return | -14.7% |
| Sharpe ratio | 0.06 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.clalbit.co.il |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BKHYY | Bank Hapoalim ADR | 100.0% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | BKHYY | 0.0% → 100.0% |
Investment Style Analysis
Clal Pension And Gemel Ltd is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Clal Pension And Gemel Ltd made a significant move by increasing exposure to BKHYY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy focuses on the delivery of stable, long-term risk-adjusted returns for its members and policyholders. It employs a disciplined, macroeconomic-driven strategy that emphasizes broad diversification across various asset classes, including domestic and international equities, fixed income, and real estate. By integrating top-down economic forecasting with rigorous bottom-up security analysis, the firm aims to balance capital preservation with steady growth. Its investment approach is guided by a commitment to professionalism, transparency, and strict adherence to regulatory requirements, ensuring that portfolio durations and risk profiles are carefully matched to its long-term retirement liabilities.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Clal Pension And Gemel Ltd.
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Frequently asked questions
How is the simulated portfolio for Clal Pension And Gemel Ltd constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Clal Pension And Gemel Ltd's largest holding?
As of the latest filing, Clal Pension And Gemel Ltd's top position is Bank Hapoalim ADR (BKHYY), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Clal Pension And Gemel Ltd's historical performance and risk profile?
Our simulation indicates a total return of 0.0%. Notably, the portfolio maintains a Sharpe Ratio of 0.06, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Clal Pension And Gemel Ltd primarily invest in?
Clal Pension And Gemel Ltd has a strong preference for the Banks - Regional sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Clal Pension And Gemel Ltd's portfolio concentrated or diversified?
Clal Pension And Gemel Ltd runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Clal Pension And Gemel Ltd performed in 2026?
Our AI-simulated model portfolio for Clal Pension And Gemel Ltd tracks a Year-to-Date (YTD) return of -14.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Barak Benski manage Clal Pension And Gemel Ltd directly?
Yes, Barak Benski serves as the key portfolio manager for Clal Pension And Gemel Ltd, overseeing the investment strategy and final capital allocation decisions.