top of page

Core Investment Beliefs

Growing Wealth

We manage for after-fee, after-tax cumulative returns over the long-term.

​

​

Equity Ownership

We emphasize long-term ownership of shares in businesses.

​

​

Long Term

A long-term perspective provides confidence to act decisively amidst volatility and serves to maintain focus on the power of compounding returns.

​

​

Asset Allocation

Asset Allocation should be driven by long-term objectives, near term liquidity needs and staying the course in difficult markets.

​

​

Valuation

Price is different than value and value is the single best determinant of long term returns.

​

​

Diversification

Multiple independent drivers of success is the key, which reduces risk and increases long-term return certainty.

​

​

Tax & Fee Efficiency

Taxes and fees erode investment returns and both should be minimized.

​

​

Active Management

"Alpha" opportunities are attainable and worth pursuing, but are difficult to achieve.

​

​

Passive Management

Well-structured passive strategies can provide high performing exposure to efficient asset classes.

    © 2019 by Holt Capital Partners, L.P. | All Rights Reserved. 

    bottom of page