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What Is HOLT? What Makes HOLT Different?

What is Holt

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690 views1 page

What Is HOLT? What Makes HOLT Different?

What is Holt

Uploaded by

Anonymous kgSMlx
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CLARITY IS CONFIDENCE

What is HOLT®?
2014

What makes HOLT different? What is HOLT?


Corporate financial statements HOLT is a team within Credit Suisse that helps investors make better
can be misleading. Companies decisions by using an objective framework for comparing and valuing stocks.
typically employ highly subjective This return on capital framework is proprietary to Credit Suisse.
accounting methods such as
depreciation and off-balance HOLT's flexible platform provides an objective view of over 20,000 companies
sheet items which distort the worldwide. Our rigorous methodology examines accounting information,
true profitability of the firm and converts it to cash and then values that cash.
make traditional accounting
ratios suspect. The HOLT Valuation Framework
The Credit Suisse HOLT valuation model is a discounted cash flow model.
The proprietary HOLT Forecasted cash flows are derived from inputs that generate cash flows –
methodology eliminates namely, economic returns (CFROI®), reinvestment rates (growth), and their
subjectivity by converting income expected patterns of change over time due to competition (fade).
statement and balance sheet
information into a CFROI® HOLT’s default model assigns each company a warranted valuation based on
return, a measure that more the forecasted cash flows and the company specific discount rate.
closely approximates a
company’s underlying
economics. The resulting returns
are objectively-based and can
be viewed to assess the firm’s
historical ability to create or
destroy wealth over time.

The HOLT Platform


HOLT provides a full suite of interactive tools including:
Modeling that allows you to quickly quantify a company's embedded market expectations and
Fundamental Analysis:
assess upside potential as well as downside risks.

Hundreds of traditional and proprietary financial metrics you can employ to screen and rank
Idea Generation:
companies according to specific investment criteria.
Tools which facilitate the aggregation of markets, indices, sectors and industries, letting you
Portfolio Allocation and confidently compare regions/countries, and investment styles. Conduct objective portfolio
Benchmarking: reviews to balance risks within your portfolio, and facilitate comparisons with the most relevant
benchmark.

For more information please contact:

Rob McClure
212-325-0007
[email protected]
Credit Suisse HOLT

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