Gain Stage

Accumulation portfolios that seek to capture global market growth trends and build long-term success on short-term opportunities

DESIRED OUTCOME:
Accumulation

PRIMARY RISK:
Volatility

Accumulation

Why Should Advisors Choose Active Management?

Financial markets are inherently unpredictable. And could be getting more complex. Horizon believes a better way to deliver risk-adjusted returns is through a robust, flexible investment process that can embrace and adapt to change and complexity. We seek opportunities outside traditional “style box” investing, which could trap investors in out-of-favor market segments.

INTRODUCING
INTRODUCING

Active Asset Allocation

The Only Constant Is Change

Reducing complexity is an important part of how Horizon empowers goals-based advisors. As market cycles quickly shift, advisors can be assured Horizon’s Active Asset Allocation strategy is seeking to capture those opportunities.

Seeking Growth

Horizon’s Process

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.

Seeking Growth

Horizon’s Process

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

CAPTURING GROWTH

How Active Asset Allocation Works

Equity Portion

Equity allocation decisions begin with either U.S. or international markets and drills down to consider various styles, regions and factors.

DOMESTIC

Traditional
e.g., Value, Growth, Small Cap 


Factor
e.g., Quality, Momentum, Dividends

INTERNATIONAL

Developed/Emerging
e.g., Europe, China, Japan

Fixed Income Portion

Fixed-income allocations take consideration of the duration of  bonds, the quality of credit investments and other factors.

DURATION

e.g., Exposure to Long- or Short-Term Bonds


CREDIT

e.g., Investment Grade, High Yield


OTHER FIXED INCOME

e.g., Preferred Securities, Emerging Markets Bonds

Gain Stage Resources

Explore accumulation strategies for clients in the Gain stage of investing.

Learn about our other investment strategies.

PROTECT Stage

Within this stage, we seek to mitigate drawdown risk, while continuing to grow assets.

SPEND Stage

In this stage, we seek to preserve spending power while addressing longevity risk.

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