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General Information

The HOLT Platform

Tools which facilitate the aggregation of markets, indices, sectors and industries, letting you confidently compare asset classes, regions/countries, and investment styles. Conduct objective portfolio reviews to balance risks within your portfolio, and facilitate comparisons with the most relevant benchmark.

Key Features

HOLT provides a full suite of interactive tools to help you make more confident investment decisions.

Fundamental Analysis

Modeling that allows you to quickly quantify a company's embedded market expectations and assess upside potential as well as downside risks.

Idea Generation

Hundreds of traditional and proprietary financial metrics you can employ to screen and rank companies according to specific investment criteria.

Portfolio Allocation and Benchmarking

Tools which facilitate the aggregation of markets, indices, sectors and industries, letting you confidently compare asset classes, regions/countries, and investment styles. Conduct objective portfolio reviews to balance risks within your portfolio, and facilitate comparisons with the most relevant benchmark.

An objective framework that compares and values 20,000 companies from around the world using this on-line platform, designed to give investors a clear understanding of company operations, valuation, market expectations, and accounting quality.

Easily compare companies, access HOLT commentary on historical company performance, market expectations and risk considerations. Easily monitor what is changing in your portfolio or the screens you follow, and deliver easy access to the underlying data. 

Watch the following videos for a brief demonstration of HOLT Lens.

A simplified version of HOLT Lens, HOLT Company Analyzer is designed to give investors a concise look at a company’s operations, market expectations and risk considerations. 

Quickly run multiple valuation scenarios to assess the risk\reward of companies. Easily make comparisons between peers and assess the market expectations across the peer group.

Watch the following video for a demonstration of HOLT Company Analyzer.

Secondary Content

HOLT Company Analyzer

HOLT Lens