Investment Team
Michael J. Simon, CFA
Michael brings a rare combination of deep fundamental analysis and entrepreneurial
instinct to his role as Co-CIO. He and Robert first worked together at Luther King Capital
Management in the mid-1990s, and after years of parallel careers in investment management,
reunited at Holt CIO in 2016.
Michael spent nearly a decade as Senior Portfolio Manager and Global Partner at Invesco,
where
he was a leader of a top-performing value equity team and became a recognized voice on
financial sector analysis — presenting to senior leadership at JP Morgan and Bank of
America, among others. He later founded Simon Venture Development, providing strategic
capital consulting to early-stage companies and their investors. Michael has extensive board
experience. He serves on the Investment Committee of the Susan G. Komen Breast Cancer
Foundation and as Trustee and Audit Committee Chair for the Oberweis Funds.
Michael holds an MBA with high honors from the University of Chicago's Booth School of Business — where he is an Amy and Richard F. Wallman Scholar — and a BBA in Finance from Texas Christian University. He is a CFA charter holder and a member of the CFA Society of Houston
