Our Firm
Holt Capital Partners, LP ("HCP") is a 100% employee-owned investment management firm serving families and institutions of all sizes.​
Robert Holt, Brett Scarbrough, and Michael Simon have over 100 years of combined investment experience. Along with their experience, they all have deep backgrounds in portfolio management and investment analysis. Brett joined the firm as a partner in April, 2026.
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HCP manages investment portfolios using both Active Indexing and Active Equity Strategies, including an "Inflation Hedge" strategy focused on undervalued publicly-traded real assets. ​
Through Holt CIO, HCP acts as the chief investment officer for the large and complex multi-manager portfolios of family offices and charitable organizations.
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Holt Capital Partners is dedicated to investment excellence and close client relationships.