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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 invest in global 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 equities and 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

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

Juan Carlos Barrera

Global Initiatives

Felipe Martin

Director of Distribution and Structuring

Ivan Dario Romero

Advisor

Mauricio Hernandez in

Distribution Manager

Catherine Kades in

Digital & Marketing Manager

Deanne LeCerf

Executive Support Officer

Meg Dennis in

Client Experience

Affiliations

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