WEALTH MANAGEMENT
About
ABOUT
At Holdun, we do things a little differently.
We have skin in the game.
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.
Learn about Holdun
Holdun Funds
HOLDUN FUNDS
Investment Approach
REAL ESTATE SP01
About
Fund Overview
Fund Update
Q3 2020
Q2 2020
Q1 2020
Performance
Q3 2020
Q2 2020
Q1 2020
INCOME FUND
About
Fund Overview
Fund Update
Q3 2020
Q2 2020
Q1 2020
Performance
December 2020
November 2020
October 2020
September 2020
OPPORTUNITY FUND
About
Fund Overview
Fund Update
Q3 2020
Q2 2020
Q1 2020
Performance
Q3 2020
Q2 2020
Q1 2020
Q4 2019
GINNIE MAE DIRECT
About
Fund Overview
Discretionary Portfolios
DISCRETIONARY PORTFOLIOS
Investment Approach
US EQUITY
Performance
Q3 2020
Q2 2020
Q1 2020
Q4 2019
CANADIAN EQUITY
Performance
Q3 2020
Q2 2020
Q1 2020
Q4 2019
GLOBAL FIXED INCOME
Performance
Q3 2020
Q2 2020
Q1 2020
Q4 2019
GLOBAL EQUITY
Performance
Q3 2020
Q2 2020
Q1 2020
Q4 2019
GLOBAL BALANCED
Performance
Q3 2020
Q2 2020
Q1 2020
Q4 2019
TRUSTS
INSIGHTS
ABOUT US
OUR HISTORY
OUR TEAM
CONTACT US
HOLDUN
Holdun US Equity
Performance Q2 2020
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