Horizon Investments Active Asset Allocation Fund Surpasses $200 Million In Assets Under Management
Firm Sees Growth Since its Inception Last Year as Reflection of its Multi-Discipline Research Process
CHARLOTTE, N.C., Nov. 13, 2013 /PRNewswire/ -- Horizon Investments, LLC, an SEC-registered investment advisory firm that employs a multi-disciplined tactical approach with economic quantitative fundamental analysis, announces that the Horizon Active Asset Allocation Fund (ticker: AAANX) has attracted more than $200 million in assets under management since its inception in March 2012.
(Logo: http://photos.prnewswire.com/prnh/20131113/NY14900LOGO)
The no-load mutual fund with a global tactical asset allocation strategy invests in exchange traded funds (ETFs). According to Morningstar, it ranks in the top two percent of 236 funds in the Total Allocation category for one year as of Nov. 1, based on total returns*.
The firm leverages a multi-disciplinary approach within its investment process by blending quantitative analysis with economic and fundamental research. It carefully scours the investment landscape to detect market conditions, events or other catalysts seeking to uncover ideas one-dimensional quant managers may have missed. In that three-pronged approach, Horizon Investments examines the impact of factors such as global policy and the Federal Reserve, reviews company-by-company data, and identifies new academic thought or models.
"It is only after that in-depth, multi-dimensional analysis that we make a decision about how to invest, pursuing innovation with a diversity of perspectives," said Ronald Saba, Director of Equity Research for Horizon Investments. "Additionally, we believe our quantitative capabilities rival those of most quantitative strategists, and we feel the growth of our fund is a direct reflection of our belief in this multi-discipline research process."
For more information about Horizon Investments, please contact Samantha Cartagena at 973-850-7343 or [email protected].
ABOUT HORIZON INVESTMENTS
Founded in 1995, Horizon Investments, LLC is an investment firm that employs a multi-disciplined tactical approach, seeking opportunities in the global market to help advisors and investors reach their goals. Our objective is to provide investment strategies that seek to help investors accumulate, protect and spend their assets effectively in all stages of life. We provide asset management to clients ranging from the largest institutions to highly successful independent advisors.
For more information on Horizon Investments, please visit www.horizoninvestments.com.
*Morningstar % Rank within Morningstar Category does not account for a fund's sales charge (if applicable). Rankings will not be provided for periods less than one year. ©2013 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Investors should carefully consider the investment, objectives, risks, charges and expenses of the Horizon Active Asset Allocation Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained by calling 866-371-2399. The prospectus should be read carefully before investing. The Horizon Active Asset Allocation Fund is distributed by Northern Lights Distributors, LLC Member FINRA. Northern Lights Distributors, LLC is not affiliated with Horizon Investments, LLC.
Investing involves risk, including loss of principal. The Fund is subject to risks similar to those of stocks including those regarding short-selling and margin account maintenance, if applicable. Please see the Fund's prospectuses for more detailed information.
Investing in commodity-linked ETFs may subject the Fund to greater volatility than investments in traditional securities. When ETFs invest in bonds, the value of your investment in the Fund will fluctuate with changes in interest rates. You will indirectly pay fees and expenses charged by the ETFs in addition to the Fund's direct fees and expenses. Each ETF is subject to specific risks, depending on the nature of the fund.
Foreign currency-linked ETFs risks include market risk, credit risk and country risk. Market risk results from adverse changes in exchange rates in the currencies in which the ETF is long or short. Credit risk results because a currency-trade counterparty may default. Country risk arises because a government may interfere with transactions in its currency.
Foreign securities may be riskier than U.S. investments because of factors such as unstable international political and economic conditions, currency fluctuations, foreign controls on investment and currency exchange, withholding taxes, a lack of adequate company information, less liquid and more volatile markets, and a lack of governmental regulation.
Certain ETFs employ leverage which may cause the Fund's return to be more volatile than if the Fund had not been leveraged through ETFs. Real estate values rise and fall in response to a variety of factors, including local, regional and national economic conditions, interest rates and tax considerations.
2764-NLD-11/06/2013
CONTACT: Samantha Cartagena
Jennifer Connelly Public Relations
973-850-7343
[email protected]
SOURCE Horizon Investments, LLC
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article