Accumulation of wealth: Clients have one chance to meet their goal. That’s why we believe they need portfolios that actively adapt as global markets change
Preservation of wealth: As clients near a goal, investing behavioral mistakes can be addressed with strategies that seek to reduce the risk of catastrophic loss
Distribution of wealth: Horizon’s automated, growth-oriented retirement-income solutions aim at solving for longevity risk
Explore mutual funds managed by Horizon Investments.
Accumulation portfolios that seek to capture global market growth trends and build long-term success on short-term opportunities
Horizon believes a better way to deliver risk-adjusted returns in today’s complex investing environment is through a robust investment process that combines the rigor of quantitative analysis with the flexibility of quantitative techniques.
Horizon’s multi-step investment process uses a multi-disciplined approach, marrying quantitative and qualitative analysis to pursue wealth-building investment opportunities across evolving market conditions.
Horizon’s multi-step investment process uses a multi-disciplined approach, marrying quantitative and qualitative analysis to pursue wealth-building investment opportunities across evolving market conditions.
Screening equity and fixed income markets for growth opportunities and diversification goals
Digging deeper with quantitative and qualitative analysis as part of a multi-disciplined research framework
Applying innovations in portfolio management when constructing strategies
Adjusting holdings to manage volatility while seeking to maximize capital appreciation
Monitoring market conditions to be flexible in changing geographies, weightings and tilts
Equity allocation decisions begin with either U.S. or international markets and drills down to consider various styles, regions and factors.
Traditional
Value, Growth, Small Cap
Factor
Quality, Momentum, Dividends
Developed/Emerging
Europe, China, Japan
Fixed income allocations take consideration of the duration of bonds, the quality of credit investments and other factors.
Exposure to Long- or Short-Term Bonds
Investment Grade, High Yield
Preferred Securities, Emerging Markets Bonds
Within this stage, we seek to mitigate drawdown risk, while continuing to grow assets.
In this stage, we seek to preserve spending power while addressing longevity risk.
