Firm Overview
Investment Management
Consulting
Alignment of Interests
Financial Market Commentary
Form ADV Part I
Form ADV Part 2A
Management Team
Robert M. Holt, Jr, CFA
Michael J. Simon, CFA
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PROFESSIONAL EXPERIENCE

2016 - Present
Holt Capital Partners, L.P.

Partner
Shares responsibility for implementing the firm’s investment strategies, managing client relationships and business development. 
 
2010 - Present
Simon Venture Development

Principal
 
Provides strategic consulting to entrepreneurs and investors in early-stage private businesses. 

2001 - 2010
Invesco, Ltd.
Senior Portfolio Manager & Global Partner

A senior leader of a top-performing equity team with a value investment strategy.  Investment decisions based on contrarian viewpoints established using deep fundamental analysis. Specialty in financial services.     

1996 - 2001
Luther King Capital Management
Equity Analyst
 
Performed equity analysis to support investment decisions in the financial and consumer staples sectors. Developed convertible bond, macro-economic, and quantitative analysis tools to support firm-wide investment decisions.  

1989 - 1996
Fourth Financial Corp. and First Commercial Corp.
Investment Officer
Broad investment experience with equity, taxable fixed income, and tax-exempt fixed income portfolios and funds. Also, served as management trainee in the finance department at First Commercial Corporation



EDUCATIONAL BACKGROUND


University of Chicago, Booth School of Business
 
Master of Business Administration with high honors
   
Texas Christian University
  Bachelor of Business Administration with a major in Finance 



PROFESSIONAL


Chartered Financial Analyst

Member of the CFA Society Houston

Member of the World Affairs Council of Houston

Member of the Houston Committee on Foreign Relations

Former Director and Chair of Audit Committee for Heads-Up Technologies, Inc.

Former Occasional Faculty at Texas Christian University, Finance Department