Wealth Management & Financial Services| Holdun Funds

A CLEAR PATH TO THE LIFE YOU ENVISION

diversify your portfolio with our innovative investment solutions

30+

YEARS OF EXPERIENCE

3

GLOBAL LOCATIONS

7

UNIQUE AND INNOVATIVE 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 investment options that offer security, diversification and double-digit returns in an ever changing market.

HOLDUN MEDICAL DETOX FUND (SP01)

Holdun Medical Detox Portfolio SP01 invests exclusively in real estate within the United States. The properties are developed 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 offers diversification and stable returns for investors seeking downside protection from volatile market conditions.

HOLDUN BOCA TROPHY FUND (SP03)

The Holdun Boca Trophy Fund (SP03) consists of 514,000 square feet of high-quality leasable retail, medical, professional and office space, located in the prestigious Boca Raton, Florida.

Discretionary portfolios

We work directly with you to develop a bespoke asset mix, in line with personal needs and objectives

legacy portfolio

The legacy Portfolio’s have outperformed the market for over 30 years.

Both our U.S. Equity and Canadian Equity Portfolios are focused towards ‘investing for the long-term’. This disciplined and patient approach has seen these portfolios outperform their respective benchmarks over both long- and short-term periods.

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

Learn to invest

At Holdun we want to get the whole world investing.

Get your free copy and start your investing journey today!

What you will learn:

  • Investing 101
  • Stock 101
  • Alternatives
  • Bonds 101
  • Creating your portfolio
  • Mistakes to avoid

INSIGHTS

Week in Review
More Room to Run

More Room to Run

WEEK IN REVIEW | So far over 2021, The S&P 500 has hit more all-time highs than in the last three years combined. The 50th…

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Learn To Invest
Market Insights
WHAT TO INVEST IN NEXT

WHAT TO INVEST IN NEXT

MARKET INSIGHTS | In a turnaround that seemed unthinkable as we stockpiled toilet paper and Lysol last March, Global equity…

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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 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