Holland Capital Management LLC is a U.S. Equity and Fixed Income institutional investment management firm. Established in May 1991, the firm is a SEC registered investment advisor, and first began managing institutional client assets at that time. The firm is headquartered in Chicago, IL. Holland Capital is employee owned and managed. Members of the Holland Capital Executive Team include Monica L. Walker, CPA – Chief Executive Officer and Chief Investment Officer – Equity; Carl R. Bhathena, Co-Portfolio Manager – Equity; and Laura J. Janus, CFA – Chief Investment Officer Fixed Income.
Investment management is the firm’s only business. Holland Capital offers a range of portfolio management services for institutional investors, namely, U.S. Equity Large Cap Growth (December 1991), U.S. Equity Mid Cap Growth (March 2005), U.S. Core Fixed Income (March 1995), U.S. Intermediate Fixed Income (June 1992) and Short Term Fixed Income (March 1996). Holland Capital is a certified minority business enterprise.
Equity
Large Cap Growth Equity • Mid Cap Growth Equity
Holland Capital’s high quality growth equity strategies are designed to achieve best in class investment performance. Our stock selection decisions emphasize growth characteristics at a reasonable price. Our investment process remains consistently a bottom-up approach driven by fundamental research and analysis. We believe that skilled investors can identify discrepancies that arise between stock prices and their underlying value. The equity team’s differentiating factors that provide us with a competitive advantage include:
• our disciplined and consistent team-oriented investment process
• our long-term, risk conscious investment focus
• our thorough fundamental research.
Fixed Income
Core Active Fixed Income • Intermediate Fixed Income • Short Term Fixed Income
Holland Capital’s fixed income strategy is to actively manage portfolio risk by utilizing a top down approach to formulate a cyclical and secular outlook for interest rates and sector performance. Through risk control, our objective is to offer superior returns over time while avoiding extreme shifts in duration and sector weightings.
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