RESEARCH BEFORE ALLOCATION
Research Before Allocation.
Investment selection is a research process, not a reliance on reputation or historical returns.
HOLZ's investment research examines investments, strategies and financial solutions across public and private markets, combining quantitative and qualitative analysis with in-depth assessment of investment structures and the professionals behind them.
The objective is not simply to identify an investment with appealing characteristics, but to understand its return drivers, risk structure and the conditions in which it operates.
OUR RESEARCH APPROACH
Looking Beyond Performance
01
Quantitative & Qualitative Research
Assessing risk-adjusted performance, consistency of results over time, the quality of underlying assets, leverage and liquidity, alongside the characteristics of the strategy and the investment's structure and terms. Research is tailored to the investment and aims to understand not only historical results but also the factors shaping potential returns and associated risks.
02
Investment Structure & Counterparty Due Diligence
Evaluating relevant managers, issuers and professional partners, together with the investment mechanisms, decision-making processes and risk-management practices. Depending on the investment, this may include direct discussions with investment managers and professional teams, analysis of financial structures, contractual terms, underlying asset exposures and counterparty risks.
FROM RESEARCH TO ALLOCATION
From Research to Investment Decisions
Even an investment that has undergone rigorous due diligence is not necessarily suitable for every investor.
Research findings are therefore considered against investment policy, the existing capital structure, risk profile, liquidity needs and investment horizon.
Combining investment research with an assessment of portfolio suitability supports decisions based not only on an investment's standalone quality, but also on the role it is intended to play in the wider portfolio.