Investment Management

Fact

Capital preservation, liquidity and enhanced return are paramount to every client. However, a requisite for each Horizon client is that these results are achieved in a portfolio customized to the individual and specific client's cash flow requirements, return expectations and risk parameters.

Approach

Horizon provides clients portfolios that are positioned between basic money market funds (which deliver daily liquidity) and short duration bond funds (which achieve returns much higher than typical cash benchmarks such as 90 day T-Bill, Libor, MMF index, etc).

Horizon employs a top down process to implement this dynamic barbell strategy. This process includes: yield curve analysis, duration management, sector rotation and flexible purchasing power. This process is also combined with our independent research focus to construct and manage each client portfolio.

Benefit

With Horizon's active, professional management, a client's portfolio is constantly working to achieve optimal return within specific liquidity requirements and risk management parameters and in excess of typical cash benchmarks.