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Evaluating Current Investments

Gain a New Perspective On Your Portfolio

Besides offering fresh investment ideas, HOLT can help you objectively view your existing portfolio. This unique perspective will help you scan your holdings for accounting risks or for holdings that have high or low expectations.

HOLT’s interactive platform examines companies by each phase of their lifecycle and underscores the relevant issues. Are growth assumptions reasonable? Is the company entering a more mature phase? Does the current share price fairly value the present value of existing assets, as well as the net present value of future investments? Depending on the answers, you can adjust inputs for asset growth, internal rates of return, cost of capital and sustainability of returns, which may affect a stock’s warranted valuation.

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