HOLT CAPITAL ADVISORS Overview
Holt Capital Advisors L.l.c. Dba Holt Capital Partners L.p. is an investment advisor that manages 277.9 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 500MM in positions, representing 180% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/23. The fund's latest filing disclosed 500MM in positions, representing 180% of the manager's regulatory AUM.
HOLT CAPITAL ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HOLT CAPITAL ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RSP | 9.96% | ETF | -2.44% | -0.49% | 0 | 7% | ||
| PRF | 7.06% | ETF | -0.99% | -0.24% | 3 | 1% | ||
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FEATURED IN
HOLT CAPITAL ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert M. Holt Jr. | Chief Compliance Officer And Limited Partner | September-2001 |
HOLT CAPITAL ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
HOLT CAPITAL ADVISORS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Large Cap Growth and Value Strategy
The firm utilizes proprietary quantitative growth and value models and incorporates both of these distinct strategies in a single portfolio structure. The growth strategy focuses on earnings growth and price momentum. The value strategy focuses on stocks that are selling at historically low valuations.
Value Equity Strategy
The investment objective of the Value Equity strategy is long-term capital appreciation with a moderate level of risk. Our investment process is bottom-up oriented and has the contrarian discipline to buy stocks when they are
undervalued and out of favor. We focus on a company’s long-term fundamental outlook, competitive advantages,
growth prospects, returns on capital and financial strength, rather than its weighting in an index.
Active Indexing Strategy
This investment process utilizes proprietary growth and value...
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Large Cap Growth and Value Strategy
The firm utilizes proprietary quantitative growth and value models and incorporates both of these distinct strategies in a single portfolio structure. The growth strategy focuses on earnings growth and price momentum. The value strategy focuses on stocks that are selling at historically low valuations.
Value Equity Strategy
The investment objective of the Value Equity strategy is long-term capital appreciation with a moderate level of risk. Our investment process is bottom-up oriented and has the contrarian discipline to buy stocks when they are
undervalued and out of favor. We focus on a company’s long-term fundamental outlook, competitive advantages,
growth prospects, returns on capital and financial strength, rather than its weighting in an index.
Active Indexing Strategy
This investment process utilizes proprietary growth and value...
Unlock Full Investment Process Description
HOLT CAPITAL ADVISORS Portfolio Concentration
HOLT CAPITAL ADVISORS Location
301 COMMERCE STREET
SUITE 1430
FORT WORTH, Texas
UNITED STATES, 76102
SUITE 1430
FORT WORTH, Texas
UNITED STATES, 76102
HOLT CAPITAL ADVISORS Contact Information
Phone Number: 817-877-1430
Fax Number: 817-877-1431
Website: https://www.holtcap.com
Fax Number: 817-877-1431
Website: https://www.holtcap.com
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