Holt Capital Partners, L.P.

Holt Capital Partners, LP ("HCP") is a 100% employee-owned investment management firm serving families and institutions of all sizes.​

 

The Firm's partners, Robert Holt and Michael Simon, are seasoned investors with

over 45 years and 34 years of investment experience, respectively.

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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.