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Holmes Investment Management
HOLMES INVESTMENT MANAGEMENT, INC. is a state-registered investment adviser in BROCKTON, MA. The firm manages approximately $50 million in regulatory assets.
Overview
HOLMES INVESTMENT MANAGEMENT, INC. is a state-registered investment adviser in BROCKTON, MA. The firm manages approximately $50 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
RIA
Year founded
1998
Location
Region
North America
Country
United States
City
Brockton
Corporate office
New York, NY, United States
Principals
Jon Holmes
Founder & President
Sector focus
Frequently asked questions
How does the office source investment ideas?
Holmes relies on fundamental bottom-up research informed by his Gabelli-era network across insurance, financial services, and media. The firm does not participate in bank-run auction processes or pay investment-banking fees for deal flow. Instead, Holmes screens for owner-operator management teams, transparent financial reporting, and durable competitive moats in industries he has tracked for decades.
Does the firm invest outside the United States?
The equity portfolio centers on US-domiciled issuers, though many underlying holdings — Berkshire Hathaway, Markel, and White Mountains notable among them — carry significant international revenue exposure through subsidiaries and reinsurance operations. Holmes has not disclosed dedicated international direct-investment programs.
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