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MFWire: Horizon Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Horizon Investments
6210 Ardrey Kell Road
Suite 300
Charlotte, NC  28277
Google Maps

Contact
Main Phone: 866-371-2399
Web Site: http://www.horizonmutualfunds.com

Mutual Fund Brand(s)
Horizon Funds

Research Links
  • SEC Fund Filings by CIK Series

  • Background:
    In 2021, a private equity firm, Altamont Capital Partners, invested in Horizon Investments, becoming its majority owner.

    The team at Horizon Investments describes the firm as a "goals-based investment strategist." That goals-based approach (framed around three stages of investing: gain, protect, and spend) guides Horizon's various strategies.

    Founded by Robbie Cannon in 1995 as a quant RIA, Horizon is an ETF strategist, building portfolios out of ETFs, yet they also use other building blocks, and some of their strategies are packaged in mutual fund form. (Cannon stepped back when Altamont bought Horizon in 2021.)
    Sponsored Opportunities



    Key People:
    Dave Odenath
    Operating Partner / Executive Chairman, Altamont Capital Partners / Horizon Investments, LLC
    John Drahzal
    President, CEO, Horizon Investments
    Scott Ladner
    Chief Investment Officer, Horizon Investments
    Calvin DeBoer
    Head of Digital Product & Technology, Horizon Investments
    Liz Cogswell
    Director, Human Resources, Horizon Investments
    Danielle Learned
    Chief of Staff, Horizon Investments
    Matt Chambers
    General Counsel, Chief Compliance Officer, Horizon Investments
    Eddie Rollins
    Senior Managing Director, Head of National Accounts, Horizon Investments
    Steve Terry
    Chief Financial Officer, Horizon Investments
    Robbie Cannon
    Founder, Board Member, Strategic Advisor, Horizon Investments
    Story Archive for Horizon Investments
    Published On Story Headline Publication
    9/27/2022 11 Fund Firms Close In On These Awards MFWire.com
    12/1/2021 PE Bets On a $7B-AUM ETF Strategist MFWire.com
    11/11/2021 Franklin, JPMAM, Clark, and Horizon Win Big MFWire.com
    3/19/2021 Micro Firms' Inflows Rise Ninefold MFWire.com
    1/21/2020 Kraus and Co Led Last Year MFWire.com
    11/29/2019 A B-D's Funds Lead Again MFWire.com
    11/14/2019 An ETF Strategist Takes the Lead MFWire.com
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    5/18/2018 Horizon Shines In the Big Easy MFWire.com
    10/25/2017 GQG Outpaces the Small Fund Firm Pack MFWire.com
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