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.
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
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 Medical Detox Fund
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
A Sharp Correction
WEEK IN REVIEW | A bruising week for growth investors as the market rotation continued. Rising inflation fears caused…
read moreInvestment Series
Active vs. Passive Investing
INVESTMENT SERIES | Ever since the first passive index fund was unveiled in 1975, the active vs. passive investing debate has…
read moreMarket Insights
Squeeze Them Dry
MARKET INSIGHTS | After a few years of writing and talking about financial markets, you start to realize that most of…
read moreGLOBAL 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.
Community involvement
At Holdun, we believe it is important to give back to the community and lead by example. Communities become stronger with resources, support and commitment.
