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. We have no set-in-stone requirements for investments. We believe that what differentiates us is an absolute value philosophy combined with a willingness to do the work necessary to quickly develop conviction on investments that may exhibit undesirable characteristics. For example, typical investments may lack an active trading or secondary market, may be extremely structurally complex and document-intensive, may lack a clear path to unlocking ostensibly trapped value, or may be non cash-flowing. This approach enables us to very often be the best buyer of orphaned and out-of-favor instruments and in so doing create significant value for sellers of these securities in the primary or secondary markets. We will invest in any industry and across the capital structure in debt, hybrid, or equity securities.

Assets Under Management

HoldCo Asset Management and affiliate HoldCo Advisors manage approximately $500 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.  

Investment Size

Our typical investment size is between $3 million and $40 million, but we are able to make investments as small as $1 million and, together with our limited partners, much larger than $40 million.

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.