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 09/30/16. The fund's latest filing disclosed 254MM in positions, representing 92% of the manager's regulatory AUM.

HOLT CAPITAL ADVISORS StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HOLT CAPITAL ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RSP 8.05% ETF 3.67% 0.09% 0 2%
PRF 7.23% ETF 6.4% 0.28% 1 1%
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FEATURED IN
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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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HOLT CAPITAL ADVISORS Portfolio Concentration

HOLT CAPITAL ADVISORS Location

301 COMMERCE STREET
SUITE 1430
FORT WORTH, Texas
UNITED STATES, 76102

HOLT CAPITAL ADVISORS Contact Information

Phone Number: 817-877-1430
Fax Number: 817-877-1431
Website:

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