Check Point

Check Point continues to extend its footprint in the technology sector from its Tel Aviv headquarters. The company's resilience, supported by 6k employees and an annual revenue near $2B, makes it a structural reference for investors and partners across Middle East & North Africa.

The group's regional balance sheet allows it to invest counter-cyclically, an advantage few competitors can match in the current rate environment.

“Check Point is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

Few catalysts on the horizon look bearish; the central scenario is a continued, controlled compounding story.