Our Mission
Holon’s mission is to help protect and grow your wealth in a world where the new normal is accelerating innovation (or change).
We believe innovation drives wealth creation, and everyone should have access to investing in the best companies globally that are driving innovation (or change) today, tomorrow and in the future.
See our performance.
How are we different?
Holon has a different investment strategy, one that will benefit from digital disruption (not suffer from it), de-risking asset allocation, and ultimately, investments.
We look beyond traditional public markets to understand the innovation and disruption that can benefit and protect the wealth of our clients.
We are surfacing good, resilient businesses that will lead the transition from today’s business models to new ones of the future and invest in them.
How do we do what we do?
We make global investments in companies with compelling value propositions, managed by competent and capable people of integrity.
We put ourselves in the shoes of those leaders, and think deeply about the probabilities of the businesses achieving our investment objective and your wealth goals.
We find the businesses that we can’t live without today and search for the game-changing businesses of tomorrow and the future.
What are we doing?
Holon is the next generation fund manager that is keeping pace with the pace of change.
We commenced with the Holon Photon Fund, a managed fund offering simple access, open to everyone to invest in the best businesses the world has to offer.
Our range of funds will cover global investments and and investing in digital assets.
We aim to be your trusted investment partner for wealth creation.
“Holon is a global equities manager lead by an investment team that know intelligent and responsible investing”
Heath Behncke
Our
Investment
Approach
We invest in global business models at the forefront of innovation
Ideation
Investment ideas are fluid and unconstrained but great business ideas start with a problem that needs solving
Valuation Assessment
A disciplined fundamental approach is core to our investment decisions
ESG Assessment
Strong Environmental, Social and Governance focused businesses are better investments over the long term
Holon Scorecard
Qualitative assessments are represented as scorecards to reduce bias and increase comparability of the various industries and business models
Portfolio Construction
The Portfolio is constructed to express our conviction of the underlying assumptions, and a risk overlay ensures protection from uncertainties
“We construct a portfolio that is investing in the best companies in the world, those that are emerging leaders of tomorrow, and things that are going to impact our world in the future.”
Mark Roddy
Accelerating DigitalInnovation
Accelerating innovation and globalisation trends such as cloud platforms, media, new ways of working and communications are disrupting markets globally.
We used to think “local & linear” but now global digitalisation is evolving business models to “borderless & scalable”.
We invest in the businesses and leaders that are creating the large scale opportunities in public markets of today, tomorrow and the future.
Our Team
Heath Behncke in
Managing Director & Portfolio Manager
Luke Behncke in
Executive Chair
Chris Davis in
Director
Tim Davies in
Director of Research
Mark Roddy in
Research Analyst
Jonathan Hooker in
Head of Innovation
Ash White in
Investment Analyst
Todd O'Dea in
Investment Analyst
Peter Titley in
Head of Distribution - Australia
Mauricio Hernandez in
Distribution Manager
Catherine Kades in
Digital & Marketing Manager
Meg Dennis in
Client ExperienceAffiliations
