Barak

Name

Barak

Legal name

ברק בית השקעות בע"מ

Website

https://barak-invest.co.il

Company type

Public

Founded year

1971

Operating status

Operating

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Vehicles (52599)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Alternative Investments for Private Wealth (Hedge Funds, PE/VC Access, Private Credit) (FSAAABAI), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

• Investment management services
• Mutual fund management
• Portfolio management
• Alternative investments
• Pension savings products

Headquarters

HQ city

Bnei Brak

HQ country

Israel

HQ region

Middle East

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Technology or R&D

Revenue model

1. Mutual Fund Management Fees: Management fees (דמי ניהול) charged annually for managing mutual funds. Additional trustee fees (דמי נאמן) are charged annually. Some funds have an addition rate (שיעור הוספה) charged as a one-time fee upon purchase.
2. Investment Portfolio Management: Revenue from managing personalized investment portfolios for private clients, companies, and institutional bodies, typically through fee arrangements.
3. Alternative Investment Funds: Revenue from managing alternative investment funds including real estate, private debt, hedge funds, sectoral investment funds, and digital assets.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Barak Investment House is an Israeli publicly traded investment firm that manages mutual funds, discretionary investment portfolios, alternative investments, and pension/savings products for private and corporate clients. Its product suite includes 18 mutual funds spanning money market, bond, balanced, Israeli and foreign equity, flexible allocation, and 3x leveraged index strategies, alongside personalized portfolio management and hedge fund products (notably Prodigy Capital Fund LP). The firm operates as an independent house unaffiliated with banks or insurance companies, charging recurring management and trustee fees on AUM.

Product overview

Barak Investment House operates as a publicly-traded investment company on the Tel Aviv Stock Exchange, offering a comprehensive suite of financial products and services. The core offering includes 18 mutual funds managed by Barak Mutual Funds, spanning money market, bond, balanced, equity (Israeli and international), flexible allocation, and leveraged/strategic funds (including 3x leveraged exposure to indices such as Russell 2000, DAX, S&P 500, NASDAQ 100, TA-35, TA-90, TA-125, gold, WTI oil, and banks). Complementary services include discretionary investment portfolio management for private clients, companies, and institutions (in Israel and abroad), alternative investments (hedge funds such as Prodigy Capital Fund LP, real estate, private debt), and macroeconomic research. The company differentiates through independent, non-bank affiliated operations with over 30 years of experience under CEO Shai Barak.

Differentiator

Problem solved

Functional benefit

Brands

• Prodigy Capital Fund LP: A hedge fund managed by Barak Alternative Investments Ltd., operating a long/short strategy on equity indices in Israel and global markets.
• ברק קרנות נאמנות (Barak Mutual Funds)

Products and services

• Barak (00) Cash Fund (ברק (00) כספית) A money market mutual fund providing liquidity and stability with exposure to short-term debt instruments. TASE fund number 5141692.
• Barak (0C) Bond Fund - No Stocks (ברק (0C) אג"ח ללא מניות) A bond-focused mutual fund with zero equity exposure, offering fixed-income returns through Israeli and global bonds. TASE fund number 5140819.
• Barak (1B) Portfolio 10/90 (ברק (1B) תיק 10/90) A balanced mutual fund with approximately 10% equity exposure and 90% fixed-income allocation, designed for conservative investors. TASE fund number 5137922.
• Barak (2B) Portfolio 20/80 (ברק (2B) תיק 20/80) A balanced mutual fund with approximately 20% equity exposure and 80% fixed-income allocation, offering moderate growth potential. TASE fund number 5137914.
• Barak (4B) Israeli Stocks (ברק (4B) מניות ישראל) An equity mutual fund focused on Israeli stocks, providing exposure to the Tel Aviv stock market. TASE fund number 5139209.
• Barak (4D) Foreign Stocks (ברק (4D) מניות חו"ל) An equity mutual fund providing international stock market exposure through global equities. TASE fund number 5139217.
• Barak (4D) Flexible Fund (ברק (4D) גמישה) A flexible allocation mutual fund allowing dynamic adjustment between equities and fixed income based on market conditions. TASE fund number 5130240.
• Barak (6F) Strategic - Leveraged Fund (ברק (6F) אסטרטגיות - קרן ממונפת) A leveraged strategic fund offering amplified market exposure. TASE fund number 5122676.
• Barak (6D) Ultra Russell 2000 x3 (ברק (6D) אולטרה RUSSELL 2000 פי 3) A leveraged fund providing 3x exposure to the Russell 2000 index performance. TASE fund number 5142450.
• Barak (6A) Ultra Banks x3 (ברק (6A) אולטרה בנקים פי 3) A leveraged fund providing 3x exposure to the Israeli banking sector index performance. TASE fund number 5135652.
• Barak (6A) Ultra TA 90 x3 (ברק (6A) אולטרה ת"א 90 פי 3) A leveraged fund providing 3x exposure to the Tel Aviv 90 Index. TASE fund number 5139829.
• Barak (60) Ultra TA 35 x3 (ברק (60) אולטרה ת"א 35 פי 3) A leveraged fund providing 3x exposure to the Tel Aviv 35 Index. TASE fund number 5135173.
• Barak (6A) Ultra TA 125 x3 (ברק (6A) אולטרה ת"א 125 פי 3) A leveraged fund providing 3x exposure to the Tel Aviv 125 Index. TASE fund number 5135215.
• Barak (6D) Ultra DAX x3 (ברק (6D) אולטרה דאקס פי 3) A leveraged fund providing 3x exposure to the German DAX index. TASE fund number 5135199.
• Barak (6D) Ultra S&P 500 x3 (ברק (6D) אולטרה S&P 500 פי 3) A leveraged fund providing 3x exposure to the S&P 500 index performance. TASE fund number 5135181.
• Barak (6D) Ultra NASDAQ 100 x3 (ברק (6D) אולטרה נאסד"ק 100 פי 3) A leveraged fund providing 3x exposure to the NASDAQ 100 index. TASE fund number 5135207.
• Barak (6D) Ultra Gold x3 (ברק (6D) אולטרה זהב פי 3) A leveraged fund providing 3x exposure to gold price performance. TASE fund number 5140801.
• Barak (6D) Ultra WTI Oil x3 (ברק (6D) אולטרה נפט WTI פי 3) A leveraged fund providing 3x exposure to WTI crude oil futures. TASE fund number 5141841.
• Prodigy Capital Fund LP An alternative investment hedge fund operating a long/short strategy on equity indices in Israel and global markets, using futures, ETFs, and options for exposure. Managed by Barak Alternative Investments Ltd.
• Investment Portfolio Management (ניהול תיקי השקעות) Personalized investment portfolio management service for private clients, companies, and institutional investors, covering stocks, bonds, and digital assets in Israel and abroad. Licensed portfolio management activity operated through Barak Portfolio Management Ltd.
• Alternative Investments (השקעות אלטרנטיביות) Alternative investment solutions including real estate, private debt, hedge funds, sector funds, and digital assets for portfolio diversification. \\ \nManaged through Barak Alternative Investments Ltd.
• Barak Savings and Pension Products (ברק חסכון) Pension savings and retirement planning products operated through subsidiary Barak Savings Ltd., offering long-term savings and pension solutions for individual savers.
• Economic Research Department (המחלקה הכלכלית) Macroeconomic analysis and market research providing investment insights, risk assessments, and market opportunity evaluations, supporting both client decision-making and internal portfolio management.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Barak Mutual Funds Ltd. (ברק קרנות נאמנות בע"מ)coreOthersAffiliated company within the Barak Investment Group that manages mutual funds. The company has affiliation to the mutual funds managed by Barak Mutual Funds Ltd. Management fees and trustee fees are collected by Barak Mutual Funds Ltd.
• Barak Savings Ltd. (ברק חסכון בע"מ)coreOthersAffiliated company within the Barak Investment Group engaged in savings products.
• Barak Alternative Investments Ltd. (ברק השקעות אלטרנטיביות בע"מ)coreOthersAffiliated company within the Barak Investment Group managing alternative investment funds including the Prodigy Capital Fund LP hedge fund.
• Prodigy Capital Fund LPcoreOthersHedge fund managed by Barak Alternative Investments Ltd. The company has affiliation to this hedge fund as it is managed by a related entity.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Altshuler Shaham: One of Israel's largest independent investment houses managing mutual funds, managed portfolios, and pension/provident funds for retail and institutional clients. Directly comparable as an independent, non-bank-affiliated wealth manager with broad product range and significant AUM.
• Meitav Dash: Major Israeli investment house offering mutual funds, portfolio management, and brokerage services. Comparable product breadth, dual retail/institutional focus, and similar public listing on TASE.
• Psagot Investment House: Israeli investment house managing mutual funds and managed portfolios with strong institutional and retail presence. Comparable independent positioning and product suite.
• Harel Capital Markets: Israeli financial group with investment management arm offering mutual funds, portfolios, and pension products. Comparable multi-subsidiary structure serving both retail and institutional segments.
• Excellence Investment House: Israeli investment house providing mutual fund and portfolio management services. Comparable as a domestic investment management competitor with similar product distribution through bank channels.
• Phoenix Investment House: Part of Phoenix Group, this Israeli investment house manages mutual funds and portfolios. Comparable in mutual fund lineup and Israeli capital market focus, though affiliated with insurance parent.
• Kav Mashveh (KSM) Investment House: Israeli investment house managing mutual funds and discretionary portfolios for retail and institutional clients. Directly comparable as a mid-sized domestic investment management competitor.
• Analyst Investment House: Smaller Israeli investment house offering mutual funds and managed portfolios. Comparable as a domestic competitor targeting similar retail and institutional segments with overlapping product offerings.
• More Investment House: Israel's largest investment house, wholly owned by Bank Hapoalim, managing mutual funds and pension assets. Comparable product mix but represents the bank-affiliated incumbent Barak positions itself against.

Broad incumbents

• BlackRock: Global asset management giant offering mutual funds (including index/leveraged products comparable to Barak's 3x suite), ETFs, and discretionary portfolio management. Relevant as a broad incumbent in the same product categories Barak competes in.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/barakinvest
• LinkedInlinkedin.com/company/barak-invest
• Instagraminstagram.com/barakinvest
• Xx.com/barak_invest

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Barak