A CLEAR PATH TO THE LIFE YOU ENVISION

Investment tips and market updates to keep you up-to-date on all the latest financial trends and opportunities.

diversify your portfolio with our innovative investment solutions

30+

YEARS OF EXPERIENCE

3

GLOBAL LOCATIONS

6

UNIQUE AND ALTERNATIVE INVESTMENT FUNDS

At Holdun, we ensure that our goals are aligned with yours. We manage our family’s money alongside that of our clients and we invest our client’s money as we do our own, intelligently and responsibly.

Holdun Funds

New and innovative funds that offer a broader range of exposure across the risk and liquidity spectrum.

HOLDUN FUNDS REAL ESTATE SP01

Holdun Funds Real Estate SP01 specifically invests in real estate within the United States that is utilized to increase the number of drug treatment programs available for those seeking a solution to opioid dependency.

HOLDUN OPPORTUNITY FUND

The Holdun Opportunity Fund provides the capital appreciation opportunities of private equity while also providing current income, offering private equity returns without the long-term lock-up periods.

HOLDUN INCOME FUND

The Holdun Income Fund is a fixed income fund offering investors above average yields vs. similar AAA rated securities with safety of principal guaranteed by the full faith and credit of the U.S. government.

Discretionary portfolios

Working directly with you to develop an appropriate asset mix specific to
your risk tolerances and time horizon to ensure all your
needs and objectives are met.

legacy portfolio

The Legacy Portfolio is made up of our U.S. Equity Portfolio and our Canadian Equity Portfolio. Both these portfolios incorporate a generally conservative approach with a focus towards ‘investing for the long-term.’ They are constructed by implementing a focused “bottom-up” methodology.

tactical portfolio

These portfolios provide a broader exposure to global opportunities, mitigating portfolio risk by diversifying across different sectors, asset classes, countries, and investment strategies.

We use a largely “top-down” approach here and incorporate a blend of active and passive strategies in these portfolios.

Our Legacy

The Holdun legacy began with Sir Herbert Holt, who emigrated from Ireland to Canada in 1873. Sir Herbert Holts legacy lives on today through his great-grandson Brendan Holt Dunn.
When we look into an investment opportunity, our money goes first; we take the risk before we put our client’s money in. The original family has skin in the game and that creates alignment of interest.

CEO of Holdun

INSIGHTS

Week in Review
Investment Series
Alternatives 101 – Part 2

Alternatives 101 – Part 2

INVESTMENT SERIES | There tends to be a wide disparity in availability across different alternative investments. Some alternatives are…

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Market Insights
Market Review | Q2 2020

Market Review | Q2 2020

MARKET INSIGHTS | The first half of 2020 was one for the record books, to say the least. The fastest market decline in history was…

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GLOBAL VISION WITH A PERSONAL FOCUS

EXPERIENCE AT OUR CORE

We have five generations of experience and trust within our field. We invest our clients’ money like we do our own, and that makes for a uniquely transparent relationship.

AN INVESTED INTEREST

As your wealth management advisor, we’re not bound to any institution, which means we can strategically invest your money. Our interests are aligned with yours, and we’ve outperformed the regular market consistently over the years.

TAILOR-MADE TO YOUR NEEDS

No two families are identical, nor are our families. Our vast set of financial solutions ensures we can take a carefully-curated approach with every single person.

our team of experts

With 300+ years of combined experience, today’s Holdun family has a wealth of knowledge. Meet the faces behind our success.

HOLDUN