Our accumulation portfolios seek to capture global market growth trends and build long-term success on short-term opportunities
DESIRED OUTCOME:
Accumulation
PRIMARY RISK:
Volatility
Horizon’s multi-disciplined investment process marries quantitative and qualitative analysis to pursue wealth-building investment opportunities across evolving market conditions.
Equity allocation decisions begin with either U.S. or international markets and drill 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
The investments recommended by Horizon Investments are not guaranteed.
There can be economic times where all investments are unfavorable and depreciate in value. Clients may lose money.
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer
Key Takeaways Investors require different outcomes from their investments, a one-size-fits-all passive approach is unlikely to work for everyone. Horizon believes tactical strategies can offer
In 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.
