About

Who We Are

Holocene Advisors, LP is an investment management firm specializing in diversified long/short and concentrated long-only equity strategies. We were founded in 2016 and are based in the Flatiron District of New York.

Our investment process emphasizes alpha generation through rigorous, fundamental research conducted by dedicated sector-focused investment teams. We integrate advanced quantitative tools and data science as we seek to isolate alpha and produce compelling, uncorrelated performance.

With a culture rooted in integrity, intellectual honesty and a desire to problem-solve, we utilize cross-disciplinary collaboration, innovative thinking and compelling insights to drive our investment returns.

Our Name

The Holocene Epoch, the current geological era that began about 11,500 years ago, represents only a tiny fraction of the Earth’s 4.5-billion-year history. And yet this epoch comprises the development of the modern human species, its entire recorded history, the rise and fall of multiple civilizations, and innumerable technological advancements. What has occurred in a flash of time is both awe-inspiring, but also humbling when considered in the greater context.

The core values that have taken humankind to great heights – intellectual curiosity, continuous innovation, humility, thoughtful risk-taking, and a long-term orientation – are the core values that we strive to incorporate every day at Holocene.

Risk and Portfolio Management
Deep Research
Exceptional Talent
Institutional Infrastructure
Integrated Data Science
Holocene logo

Deep Research

  • Coverage model

  • Access and resources

  • Repeatable framework

  • Rigorous fundamental research

  • Industry sector specialization

Talented Team

  • Our most
    important asset

  • Broad yet refined recruitment process

  • Culture of collaboration

  • Robust career development

  • Diversity of skills and experience

Institutional Infrastructure

  • Established in 2016

  • State-of-the-art technology

  • Experienced leadership team

  • Relationships with major service providers

Integrated Data Science

  • Proprietary and
    third-party systems

  • Sector-focused data scientists

  • Exploration and evaluation of new data sets

  • Elevates fundamental research process

Risk and Portfolio Management

  • Embedded hedging

  • Isolation of idiosyncratic risk

  • Analytical portfolio construction

  • Factor modeling to mitigate systematic risk

What We Do

Holocene employs a rigorous and sophisticated investment approach aimed at identifying and delivering alpha from equity markets.

Alpha Generation

Our goal is to generate superior risk-adjusted returns through deep, fundamental research conducted by specialized sector teams.

We aim to isolate alpha  in order to deliver value to investors in all market conditions.

Investment Strategies

We pursue a diversified, long/short equity strategy that seeks to emphasize alpha generation and minimize systematic risk to produce consistent, uncorrelated returns.

We also pursue a concentrated long-only strategy that focuses on equities we believe may compound at high returns over the long term.

Research Driven Process

Our research effort is driven by multiple industry sector-focused teams conducting in-depth, fundamental research.

Our investment process involves extensive financial modeling, non-emotional decision-making and advanced quantitative tools and data resources.

Collaborative Culture

We cultivate an organizational culture that fosters cross-disciplinary collaboration, creative thinking and innovation.

Our goal is to generate compelling, actionable insights that drive investment decisions designed to deliver meaningful outperformance.

Aligned Incentives

Our partnership-like structure compensates employees on both individual and fund performance. In addition, most eligible employees invest in the funds alongside our investors.

This helps ensure a strong alignment of interests between our employees and our investors.

By adhering to these objectives and strategies, we aim to deliver consistent, superior returns for our investors while creating a high-performing, collaborative work environment for our employees.

Core Values

intellectual curiosity

Understanding the world around us by actively asking questions, exploring new ideas and embracing the joy of learning.

Continuous innovation

Relentlessly pushing the boundaries of creativity and technology while constantly striving to improve and adapt in an ever-evolving world.

Humility

Recognizing the value of others' contributions, being open to feedback and achieving more through collaboration.

thoughTful Risk-Taking

Carefully weighing potential risk versus reward, making decisions with facts and information, and remaining grounded in strategy.

Long-Term Orientation

Seeing the present more clearly by focusing on long-term objectives that guide our actions and perspectives.