HORIZON INVESTMENTS Overview

Horizon Investments Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 35 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 66% of the manager's regulatory AUM.

HORIZON INVESTMENTS StockAlpha

-1.4%
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 INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EEM 9.06% ETF -6.22% -0.72% 0 13%
IVW 8.38% ETF -1.71% -0.27% 2 2%
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FEATURED IN
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HORIZON INVESTMENTS Founders and Key Employees

Name Title In Position Since
Robert J. Cannon Managing Member/President And Ceo April-1999
Kevin W. Blocker Member October-2004
Joshua S. Bartholomew National Sales Director August-2005
Benjamin E. Johnson Managing Director, Operations And Finance January-2009
Eddie T. Rollins Senior Managing Director, Sales And Marketing September-2010
Ronald B. Saba Senior Managing Director Of Investment Management March-2013
Scott E. Ladner Managing Director Of Alternative Strategies October-2013
Matthew S. Chambers General Counsel And Chief Compliance Officer December-2014

HORIZON INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company

HORIZON INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Horizon provides asset management services on an ongoing basis based on the individual needs of the client. Horizon offers clients flexibility among payment structures, custodians and management styles. Generally, Horizon actively monitors assets of client accounts and makes changes deemed appropriate in light of the circumstances in the market, based upon the expertise of Horizon. Investing in securities involves risk of loss that clients should be prepared to bear. Accounts managed by Horizon may lose money.

Horizon’s investment strategies focus on investments in exchange-traded funds (ETFs). However, depending on the investment strategy selected by the client, accounts can also consist of a combination of any of the following: ETFs, individual stocks, preferred stock, bonds, US treasuries, options, mutual funds, closed end funds and cash or cash equivalents, or other securities. For Variable Annuity Clie...
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HORIZON INVESTMENTS Portfolio Concentration

HORIZON INVESTMENTS Location

13024 BALLANTYNE CORPORATE PLACE
STE 225
CHARLOTTE, North Carolina
UNITED STATES, 28277

HORIZON INVESTMENTS Contact Information

Phone Number: 704-544-2399
Fax Number: 704-544-2883
Website:

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