How HOLT improves investing Generating new investment
ideas

Generating new investment
ideas

Generating new investment ideas

Screen and score potential investments

HOLT offers a wealth of fresh ideas for investing. Our platform aggregates information to let you screen and score potential investments in a number of different ways:

  • industries and sectors
  • countries and regions
  • emerging and established markets
  • long- or short-term investment horizons
  • various components of the capital structure including common and preferred stock, as well as senior and subordinated debt risk and volatility parameters
  • operational quality, stock price valuation and price/earnings momentum factors using HOLT or traditional metrics
We like conflicting contrarian views and HOLT creates this for us.   Portfolio Manager

Learn more

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Contact us to find out how HOLT can help you make more confident investment decisions

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