HoldCo. Markets LP. is a private family office investment firm founded under the premise of generating risk adjusted absolute returns by investing largely in select regional equity markets comprising less than 5% (combined) of the MSCI World Index. With 35+ years of experience working within international financial institutions based out of New York, Geneva, Toronto, London and Zurich, the founding partners investment expertise comprise the markets of Central/East Europe "CEE", CIS ex-Russia and North America.
Whether gauging market sentiment in the streets of Astana, visiting the steel mills in Ostrava or the coal mines in Katowice, we take an active, bottom-up approach with the aim of generating risk adjusted absolute returns. The Long/Short CEE Equity Fund invests with the fundamental premise of East European opportunities converging to West European valuations. Playing the convergence theme, primary investment markets include Poland (WIG-20), Czech Republic (PX), Austria (ATX) and Hungary (BUX). Secondary markets include the likes of Kazakhstan (KASE) and Turkey (ISE-100). Combined, these markets comprise less than 3% of the MSCI World Index.
Given the more mature nature of North American markets, the North American Balanced Fund seeks to generate absolute returns while minimizing volatility. As such, long only investments in equities, fixed income and physical commodities are considered. The fund is tilted towards natural resources (uranium, base & precious metals, energy) along with power and industrial holdings. Though the majority of investments are Canadian (TSX, TSXV) for the sake of diversification, an allocation to American markets is also considered (for the equity portion). Heavily weighted towards energy, materials and financials, the Canadian Market comprises less than 2% of the MSCI World Index.
We take an active approach with fundamental research and valuation, and supplement our investment decisions with Python based analytics and screeners.
Uncover potential, deliver performance.