Fund Managers

Jonathan Rotem Associate Portfolio Manager


Sarbit Advisory Services
Associate Portfolio Manager
CFA, BA (Economics and International Relations)

The Sarbit research team welcomed Jonathan in May of 2011. Prior to that, Jonathan had worked internationally in Belgium and in Israel in the area of Invested International Relations.

“Jonathan’s stock selection in our new Activist Fund has certainly enhanced the performance of this new exciting product!”, Larry Sarbit announced.

Possessing a CFA in addition to his background studying international trade and economic trends, allows Jonathan to assess our holdings and focus on each company’s intrinsic value.

Larry proclaims : “These analytical and in-depth research abilities synchronize with our team so that we can remain on top of our holdings and optimize the client’s investment. Jonathan’s contribution is invaluable.”