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About
Lou M. Holtz, CFA, is Chief Investment Officer and Portfolio Manager at Rice Hall James & Associates, LLC, based in Pasadena, CA. With over three decades of investment industry experience, he leads portfolio management and strategy development for the firm’s SMID Cap Opportunities, Small Cap Opportunities, and Micro Cap Opportunities equity strategies.
Holtz’s investment focus centers on U.S. small- and micro-cap equities, managing portfolios for institutional clients, including pension funds, endowments, and foundations. He is recognized for his expertise in identifying growth opportunities within these asset classes, often leveraging in-depth fundamental analysis and a disciplined investment process.
Prior to joining Rice Hall James in 2008, Holtz served as Managing Director and Portfolio Manager at Engemann Asset Management, with earlier roles in business valuation and real estate appraisal. He holds an MBA in Finance from the University of Southern California and a BA in Business Economics from the University of California, Santa Barbara, and is a CFA charterholder and member of CFA Society Los Angeles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Rice Hall James & Associates, LLC | Portfolio Manager | Jan 2008 to Present | — |
| Engemann Asset Management | Portfolio Manager | Jan 1996 to Jan 2008 | — |
| Marshall & Stevens | Financial Analyst | Jan 1993 to Jan 1995 | — |
| Blackmon and Associates | Associate | Jan 1986 to Jan 1993 | — |
Education
University of Southern California
Master Of Business Administration, Finance
1995 — 1997
University Of California - Santa Barbara
Bachelor Of Arts, Business Economics
1988 — 1992
Skills & Expertise
Others at Rice Hall James & Associates, LLC (8)
| Name | Role | Location |
|---|---|---|
A Alec Harrell | Analyst | Los Angeles, CA , United States |
 | Analyst | CA , United States |
 | Senior Analyst | Pasadena, CA , United States |
 | Portfolio Manager and Analyst | San Diego, CA , United States |
G George Kruntchev | Portfolio Manager, Partner | San Diego, CA , United States |
R Reed Wirick | Portfolio Manager and Analyst | San Diego, CA , United States |
 | Trader | CA , United States |
T Tim Todaro | portfolio manager | Alpine, CA , United States |
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