Navigation

General Information

Investment Products

Custom Products for Institutional Investors

Using our proprietary framework, HOLT Investment Strategy Group constructs equity indices, baskets, and portfolios that retail and institutional clients use to gain immediate access to markets, themes, and proprietary investment strategies.  Additionally, hedge funds and risk managers rely on HOLT to help identify portfolio risks and structure custom hedging solutions.

HOLT Indices

HOLT indices comprise portfolios of stocks that are screened and scored using HOLT’s performance and valuation methodology. These indices, which are regional, thematic or customized, give investors exposure to portfolios that can outperform their benchmarks.

Secondary Content