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We are a next generation, international active fund management team that looks beyond traditional public markets to understand how innovation and disruption can benefit us in the future.
Any investor can access our evolutionary investment philosophy today to invest.
And follow our insights of business models of the future to learn more.
Today & Tomorrow
In the last decade we have experienced a decline in capital growth from many things that used to provide good returns, such as real estate, mining and banking.
In 2020, the world accelerated its move online in just a few short weeks.
We now depend on many platforms and technology enabled companies, known as the ‘Mega Caps’, like Amazon, Alibaba and Google.
But we aren’t benefiting from their success if we aren’t investing in them.
The Future
Why is it so important to look beyond what we know today?
If we experience another decade of declining capital growth our standard of living and quality of life will also decline.
Innovation drives wealth creation, and everyone should have equal opportunity to invest in the best companies globally that are driving that innovation.
Insights
Curious to learn what may lay ahead? What is Web 3.0 and will cryptocurrencies be part of the future?
The new rules of investing for 2021
Heath Behncke, our Managing Director and Portfolio Manager at Holon Global Investments, was featured by Tony Featherstone in the Financial Review discussing “The new rules of investing for 2021”. Tony preludes the discussion by suggesting that: “…The first ...
ROKU: The streaming giant you’ve never heard of
Even though we had a significant lead time in understanding their value propositions, many Australian investors still underestimated the global investment opportunity of companies such as Afterpay and Xero. But it’s not just Australians who underestimate the world outside...
The 3 big rules of wealth creation in 2021
There is no doubt that 2020 was one of the most remarkable years of most investors’ lives. The Covid-19 pandemic has changed the world. Global economies are struggling and policy makers are spending and printing unprecedented sums of money...
Why Web 3.0 is a threat and opportunity for portfolios
Most investors are no doubt aware of the impact of Web 1.0 (the birth of the internet delivering things like websites) and Web 2.0 – which gave us the likes of blogs and social media – have had on...
Q3 Market Pulse -What has the 2020 reporting season revealed? The digital economy accelerating, old world stalling
Our research team bring you their key market insights for the quarter. You can access Q3 -2020 – Holon Market Pulse here.
‘This time it’s different’: Bitcoin eyes new all-time high as big money piles in.
Heath Behncke, our Managing Director and Portfolio Manager at Holon Global Investments, was quoted by Dominic Powell and Alex Druce in their article from ‘The Age‘ discussing “This time it’s different’: Bitcoin eyes new all-time high as big money...
