Hollencrest
- 100 Bayview Cir Ste 500
- Newport Beach, California
- 92660-8903
- Phone: 1 949 737 7700
- Website
Description
Hollencrest's investment philosophy is that we can add outperformance to our client's accounts by actively managing our client's portfolios using our proprietary methodology and following a disciplined and consistent buy and sell discipline that eliminates subjective judgment. Prior to establishing Hollencrest, the founding principals worked together in Newport Beach for nearly 10 years and it was while working together that they first formulated their philosophy and methodology for investment portfolios. Today, nearly 10 years later, Hollencrest uses the exact same philosophy and methodology when managing their portfolios. Our investment process is primarily quantitative and entirely bottom-up. All our equity portfolios are equally weighted and concentrated in quality companies that are demonstrating strong growth characteristics. We do not have limitations on how much we would overweight or underweight an industry, however, our qualitative decision-making ensures that we are never...
Fact sheet
Company contacts
- Greg Pellizzon
- Owner
Products & services
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