What We Do
investment strategy
At Long Road Partners, our investment strategy is rooted in value investing, with a focus on Israeli public companies with small to mid-sized market capitalizations that we believe are trading below their intrinsic economic value.
We seek out profitable businesses with clear growth drivers, strong leadership, and a high level of ambition—not just numbers on a spreadsheet.
Our investment process combines deep fundamental analysis with on-the-ground research: regular conversations with management, analysis of competitive advantages, monitoring of industry dynamics, and a thorough understanding of the company’s business model. We aim to invest in businesses where we can clearly understand the sources of profitability and growth—and hold them for the long term, as long as the thesis holds and the value remains unrealized.
What We Invest In
We invest in profitable Israeli companies with positive free cash flow, focused and value-oriented management teams, proven execution capabilities, and high levels of personal and corporate integrity. We place significant weight on alignment of interests between management and shareholders and seek true partnerships—not only in strategy, but in values. The companies we evaluate typically operate in growing markets or specialized niches, and are built on stable, defensible business models with durable competitive advantages. Our investment process includes in-depth due diligence: ongoing dialogue with leadership teams, detailed analysis of business structure, market trends, customer and supplier ecosystems, and both quantitative and qualitative assessments.
We focus on businesses where we can understand, in full clarity, the economic engine that drives value—and we remain invested as long as the thesis is intact and the opportunity remains compelling.
What We Avoid
We do not invest in speculative “story stocks,” noisy market fads, or business models we cannot fully understand. We avoid investments where the risk is not supported by a clearly favorable risk/reward profile, or where the current valuation already assumes overly optimistic scenarios.
We are especially cautious around companies with weak management, poor transparency, flawed corporate governance, or an apparent lack of commitment to long-term shareholder value creation.
High conviction - Focused & Disciplined
We operate with a concentrated and highly selective approach. We invest only when we have a high level of conviction, deep familiarity with the business, and strong belief in its long-term potential. Rather than spreading capital across dozens of holdings, we focus on a small number of high-conviction positions—supported by rigorous research, active dialogue with management, and granular analysis of the business environment.
For us, concentration is not a risk—it’s the result of discipline, knowledge, and informed decision-making. This approach allows us to stay close to the companies we invest in, respond quickly to changes, and stay focused on what truly matters: high-quality opportunities where the gap between price and value is clear, meaningful, and worth pursuing.
- 052-4534527
- [email protected]
- 180 HaRoeh St., Ramat Gan, Israel
- 052-4534527
- [email protected]
- 180 HaRoeh St., Ramat Gan, Israel
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