Hold score
Identify patient, long-term investors with our proprietary retention scoring system that measures holding period conviction
Included in plans:
Premium
Elite
"The big money is not in the buying and selling, but in the waiting."
— Charlie Munger
What is the hold score?
The Hold score measures investor patience and conviction by tracking how long fund managers hold their positions. This powerful metric helps you distinguish between short-term traders and long-term value investors, providing crucial insights into investment philosophy and strategy execution.
Understanding holding periods is essential for evaluating fund manager behavior. High retention scores indicate patient capital allocation, suggesting managers perform deep fundamental research and maintain strong conviction in their investment thesis. Low retention may signal tactical trading approaches or reactive portfolio management.
Holdings retention
Tracks the average holding period across all positions in the portfolio
Value-weighted retention
Measures retention weighted by position size, highlighting conviction in major holdings
Why retention matters
Patient capital allocation
Identifies investors who hold positions through market volatility and short-term fluctuations, demonstrating deep conviction in their investment thesis and thorough fundamental research
Investment philosophy insight
Reveals whether a fund manager practices true value investing with long-term focus or engages in tactical trading and market timing strategies
How it works
Our Hold score uses advanced z-score normalization to create a standardized 0-100 score:
Ready to analyze fund retention patterns?