The risks that influence how you achieve your desired outcome are key. We place significant emphasis on diagnosing those risks. We offer a comprehensive array of specialized fixed income and derivative tools to target risks more precisely and build solutions that are more resilient to future shocks.
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Our investment philosophy is based on three core principles, built on decades of research and experience. By applying these principles, we seek to deliver sustainable, long-term value for our investors.
Fundamental Investing
We rely on sound economic theory and analysis to help us deliver long-term, repeatable results.
Systematically Applied
A disciplined methodology underlies everything we do. Our investment process, built over 20 years, is based on a continuous process of design, refine, test, repeat.
Thoughtfully Designed
In portfolio construction, risk management and trading, we seek additional value for our clients. Using both qualitative and quantitative tools, we’re meticulous in every detail of the investment process.
Equities
For nearly two decades, our overall goal has been to build compelling and repeatable investments that are highly diversified across signals and regions, and within a risk-controlled framework. We apply this systematic approach across our strategies, catering to the widespread investment needs of our clients.
Strategies that provide pure implementations of individual styles, such as defensive, momentum and value.
These strategies harness the diversification and potential return benefits of investing in multiple well-known styles in an integrated fashion.
These strategies seek to provide consistent excess returns over common benchmarks. They combine established signals backed by academic evidence with proprietary signals based on rigorous research.
Fixed Income
We aim to generate consistent outperformance by systematically applying investment themes across securities. We believe that a multi-factor investment approach, harnessing underlying drivers of performance, will generate excess returns that are uncorrelated to other asset classes as well as traditional fixed income managers.
As a pioneer in alternative investing, Horizon Capital Reserve has a long track record of managing the complexities of these types of strategies. By investing long and short, and balancing exposure to factors and asset classes, our alternative strategies are built to seek returns in both up and down markets. We offer both absolute return strategies, which target zero exposure to traditional markets, either at all times, or on average; and total return strategies, which maintain some exposure to traditional markets.
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