Horizon Investment Services


Investment Philosophy

Invest in what we believe are our very best ideas and leverage those ideas by maintaining portfolios that are reasonably concentrated.

  • A willingness to look in all corners of the market for opportunities – small, mid, and large stocks. We generally do not set limits on the size of our “fishing pond.”

  • We do not regard ourselves as “growth” or “value” investors. We believe it’s possible to combine the best of growth and value investing.

  • We firmly believe in the importance of a consistent, disciplined, unemotional process for buying and selling stocks.

  • Addition by subtraction – avoiding what we believe are the very richly valued or very low-quality stocks that can torpedo a portfolio.