HORIZON INVESTMENT Overview

Horizon Investment Services Llc is an investment advisor that manages 259.5 MM dollars in regulatory AUM and has 14 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 197MM in positions, representing 76% of the manager's regulatory AUM.

HORIZON INVESTMENT StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HORIZON INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VCSH 5.81% ETF -0.94% -0.13% 0 3%
LEA 3.57% Cons. Disc. 12.94% 0.26% 0 8%
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FEATURED IN
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HORIZON INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert T. Evans President November-1997
Charles B. Carlson Chief Executive Officer November-1997
Thomas J. Hathoot Chief Compliance Officer/Cfo November-1997
Richard J. Moroney Chief Investment Officer November-1997
Cheryl Mackenzie Evans Secretary January-2001

HORIZON INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

HORIZON INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Investing in securities involves risk of loss that clients should be prepared to bear. Horizon seeks to maximize the total return of clients’ portfolios while maintaining a risk proϐile consistent
with their investment objectives by focusing on attractively valued stocks that Horizon believes have the
potential to beat Wall Street’s expectations. When appropriate, Horizon may also include bonds, bond funds, ETFs, and stock funds in client portfolios.

Individual Stock Analysis

As part of its fundamental research, Horizon may rely upon speciϐic sources of information, including general economic and industry data as provided by the U.S. Government, various trade associations and other sources, brokerage research reports, and published corporate ϐinancial data such as annual reports, 10Ks, and quarterly statements, as well as direct interviews with company management, ϐinancial newspapers and maga...
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HORIZON INVESTMENT Portfolio Concentration

HORIZON INVESTMENT Location

7412 CALUMET AVE
HAMMOND, Indiana
UNITED STATES, 46324-2692

HORIZON INVESTMENT Contact Information

Phone Number: 219-852-3215
Fax Number: 219-852-3218
Website:

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