Credit Suisse HOLT

Integrate Data
Factor Percentile and Peer Rank Construction and Usage
HOLT Factor Library Dataset Documentation
HOLT Growth Factor Primer
HOLT Scorecard and Factor Library Primer
Subscription Details 
Annual
Update Granularity 
Weekly Cadence with Weekly Granularity, Monthly Cadence with Monthly Granularity
Price 
$100K+
Credit Suisse HOLT provides an objective comparison of over 18,000 public companies, giving you greater clarity to make more confident investment decisions. Over the past 30 years, HOLT has developed an archive of corporate performance and valuation data, free of common accounting and economic distortions. To help our clients convert this data into actionable insights, HOLT has built the Factor Library to simplify the process of extracting and utilizing this data. The Credit Suisse HOLT Scorecard and underlying Factor Library provide investors with a toolset for comparing the characteristics of companies along dimensions that both academic and industry practitioners have shown to provide long-term returns to shareholders. Utilizing HOLT’s methodology, the Lens Scorecard provides a unique, differentiated, and theoretically tractable factor set.
Collection Methodology 
The HOLT Factor Library and Scorecard exemplify HOLT’s commitment to an objective, clean, and comparable fundamental view of corporate performance and valuation to form a common language for comparing firms and building dependable factors. Within its global coverage of over 18,000 firms, HOLT enhances traditional financial data in order to mitigate biases resulting from differences in accounting standards, capital structures, asset location, age and mix, and non-cash items that can distort an investor’s view of a company’s economic performance. HOLT uses best-in-class financial data, a robust set of systematic adjustments, and careful review by HOLT’s team of accounting and finance experts to maintain data integrity.
Regional Coverage 
Global
History 
Monthly History from 10/1976, Weekly Data from 05/2018
Cadence 
Weekly, Monthly
Themes Covered 
Quality, Momentum, Valuation, Growth, Risk
Granularity of Data 
Company
Sectors / Companies 
All