About
HoldCo. Markets is a private family office investment firm - we act as investor, advisor and active participant in both the global mining industry and within emerging markets (CEE). With decades of experience working within international financial institutions based out of Geneva, Toronto, Prague and Zurich, the firm's investment expertise is two fold: global metals & mining (both precious and base metals) along with the EM markets of Central/East Europe "CEE" and CIS ex-Russia.
Strategy
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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 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.
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Given the more mature nature of North American markets, the Global Natural Resources Fund seeks to generate absolute returns while minimizing volatility. As such, long/short investments in equities, credit and physical commodities are considered. The fund is tilted towards the mining sector (uranium, base & precious metals) encompassing current producers, developers and exploration companies.
Advisory
Building upon decades of institutional investment experience in both established and emerging markets, we are selective with our capital allocation and advisory services. Given our expertise and long standing partnerships, we look to leverage our deep sector knowledge in order to deliver actionable insights along with seamless execution for partners and clients alike.
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Uncover potential, deliver performance.
Central & East Europe Equity Fund
Q3/2023*
Global Natural Resources Fund
Q3/2023*
Latest Research Themes
December 2023
