About Us

HoldCo Asset Management and affiliates were launched in July 2011 with a focus on opportunistically but at the same time patiently investing in complex and often misunderstood situations in order to generate strong risk-adjusted returns. HoldCo has approximately $900 million of assets under management and long-duration capital with a commensurate time horizon with respect to its investments. HoldCo focuses on niche, inefficient asset classes or markets that provide a significant margin of safety and substantial upside. Investments may be found within a diverse range of asset classes such as stressed corporate debt (loans or bonds), distressed debt, orphan or less followed listed equity instruments (including preferred stock), liquidations, structured credit, convertible bonds (including “busted” converts), LP secondaries, or private equity (including minority positions). The firm pursues a value-based investing philosophy consistent with a bottoms-up  / “deep dive” approach to understanding financial / accounting aspects of an investment as well as legal and process-driven components (such as indentures, corporate charters, bankruptcies, divestitures, spin-offs, etc). From time to time activism is employed and/or control positions (either through debt or equity) are acquired.

Assets Under Management

HoldCo Asset Management and affiliate HoldCo Advisors manage approximately $900 million in regulatory assets under management. Our limited partners include endowments and family offices. We do not employ leverage and do not require any third party approvals to fund purchases.  

Disclaimer

The information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Investing involves risks, including the potential for principal loss. There is no guarantee that any of the strategies and services described herein will be successful or outperform other strategies and services. Certain assumptions may have been made in connection with the information presented herein, and changes to the assumptions may have a material impact on the information. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while HoldCo Asset Management believes this information to be reliable, HoldCo Asset Management does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.