Horizon Investments Sponsors Its First Exchange Traded Funds, Names Clark Allen as Head of ETFs
Horizon Investments has announced its entry into the ETF market with the launch of two Exchange Traded Funds on the NYSE. The company appointed Clark Allen as Head of ETFs, who previously served as Director of Quantitative Research. The two new ETFs are:
1. The Horizon Expedition Plus ETF (HBTA): Combines large-cap U.S. stocks with options strategies to seek higher volatility compared to the large-cap equity market and generate extra income.
2. The Horizon Landmark ETF (BENJ): Seeks total return through investments in U.S. Treasury Bills (1-3 months maturity) and options transactions.
These ETFs, launched on January 22nd, represent the first in a planned family of solutions designed to complement Horizon's existing goals-based offering and enhance support for financial advisors in delivering tailored, outcome-focused solutions to their clients.
Horizon Investments ha annunciato il suo ingresso nel mercato degli ETF con il lancio di due Fondi Negozabili in Borsa (ETF) sul NYSE. L'azienda ha nominato Clark Allen come Responsabile degli ETF, che in precedenza ha ricoperto il ruolo di Direttore della Ricerca Quantitativa. I due nuovi ETF sono:
1. Il Horizon Expedition Plus ETF (HBTA): Combina azioni statunitensi a grande capitalizzazione con strategie di opzioni per cercare una volatilità maggiore rispetto al mercato azionario a grande capitalizzazione e generare reddito aggiuntivo.
2. Il Horizon Landmark ETF (BENJ): Cerca un rendimento totale attraverso investimenti in Buoni del Tesoro statunitensi (scadenza 1-3 mesi) e transazioni con opzioni.
Questi ETF, lanciati il 22 gennaio, rappresentano i primi di una famiglia di soluzioni pianificate progettate per complementare l'offerta esistente basata sugli obiettivi di Horizon e migliorare il supporto per i consulenti finanziari nel fornire soluzioni personalizzate e orientate ai risultati ai loro clienti.
Horizon Investments ha anunciado su entrada en el mercado de ETF con el lanzamiento de dos Fondos Cotizados en Bolsa (ETF) en la NYSE. La empresa nombró a Clark Allen como Jefe de ETFs, quien anteriormente se desempeñó como Director de Investigación Cuantitativa. Los dos nuevos ETF son:
1. El Horizon Expedition Plus ETF (HBTA): Combina acciones estadounidenses de gran capitalización con estrategias de opciones para buscar una mayor volatilidad en comparación con el mercado de acciones de gran capitalización y generar ingresos adicionales.
2. El Horizon Landmark ETF (BENJ): Busca un rendimiento total a través de inversiones en Bonos del Tesoro de EE. UU. (con vencimiento de 1 a 3 meses) y transacciones de opciones.
Estos ETF, lanzados el 22 de enero, representan los primeros de una familia de soluciones planificadas diseñadas para complementar la oferta existente basada en objetivos de Horizon y mejorar el apoyo a los asesores financieros en la entrega de soluciones personalizadas y enfocadas en resultados para sus clientes.
Horizon Investments는 NYSE에서 두 개의 상장지수펀드(ETF)를 출시하며 ETF 시장에 진입한다고 발표했습니다. 회사는 Clark Allen을 ETF 책임자로 임명했으며, 그는 이전에 정량 연구의 이사로 재직했습니다. 두 개의 새로운 ETF는 다음과 같습니다:
1. Horizon Expedition Plus ETF (HBTA): 대형 미국 주식과 옵션 전략을 결합하여 대형 주식 시장에 비해 더 높은 변동성을 추구하고 추가 수익을 창출합니다.
2. Horizon Landmark ETF (BENJ): 미국 재무부 단기채권(1-3개월 만기)에 대한 투자와 옵션 거래를 통해 총 수익을 추구합니다.
이 ETF는 1월 22일에 출시되었으며, Horizon의 기존 목표 기반 제공을 보완하고 재무 상담사가 고객에게 맞춤형, 결과 지향적인 솔루션을 제공하도록 지원하기 위해 계획된 솔루션 패밀리의 첫 번째를 나타냅니다.
Horizon Investments a annoncé son entrée sur le marché des ETF avec le lancement de deux Fonds Négociés en Bourse (ETF) sur le NYSE. L'entreprise a nommé Clark Allen au poste de Responsable des ETF, qui a précédemment occupé le poste de Directeur de la Recherche Quantitative. Les deux nouveaux ETF sont :
1. Le Horizon Expedition Plus ETF (HBTA) : Il combine des actions américaines à grande capitalisation avec des stratégies d'options pour rechercher une volatilité plus élevée par rapport au marché des actions à grande capitalisation et générer des revenus supplémentaires.
2. Le Horizon Landmark ETF (BENJ) : Il vise un rendement total grâce à des investissements dans des Bons du Trésor américain (échéance de 1 à 3 mois) et des transactions d'options.
Ces ETF, lancés le 22 janvier, représentent les premiers d'une famille de solutions prévues pour compléter l'offre actuelle d'Horizon axée sur les objectifs et améliorer le soutien aux conseillers financiers dans la fourniture de solutions personnalisées et orientées vers les résultats pour leurs clients.
Horizon Investments hat seinen Eintritt in den ETF-Markt mit der Einführung von zwei börsengehandelten Fonds (ETF) an der NYSE angekündigt. Das Unternehmen hat Clark Allen zum Leiter der ETFs ernannt, der zuvor als Direktor für quantitative Forschung tätig war. Die beiden neuen ETFs sind:
1. Der Horizon Expedition Plus ETF (HBTA): Er kombiniert US-Aktien mit großer Marktkapitalisierung mit Optionsstrategien, um eine höhere Volatilität im Vergleich zum Markt für große Aktien zu suchen und zusätzliches Einkommen zu erzielen.
2. Der Horizon Landmark ETF (BENJ): Er strebt eine Gesamtrendite durch Investitionen in US-Staatsanleihen (mit einer Laufzeit von 1-3 Monaten) und Optionsgeschäfte an.
Diese ETFs, die am 22. Januar gestartet wurden, stellen die ersten einer geplanten Lösungspalette dar, die dazu dienen soll, Horizons bestehendes zielorientiertes Angebot zu ergänzen und die Unterstützung für Finanzberater bei der Bereitstellung maßgeschneiderter, ergebnisorientierter Lösungen für ihre Kunden zu verbessern.
- Entry into the rapidly expanding active ETF market
- Launch of two new ETFs expanding product portfolio
- Strategic appointment of experienced internal leader as Head of ETFs
- None.
The firm’s move into sponsoring and managing ETFs is part of the continued evolution and diversification of its robust solution set for today’s financial advisor.
“Expanding the ways through which advisors can meet the unique goals of each of their clients is what Horizon is all about…”
Launched on the New York Stock Exchange (NYSE) on January 22nd these two ETFs mark the firm’s entry into the rapidly expanding active ETF market. These new offerings are the first in a planned family of solutions designed to complement and diversify Horizon’s existing goals-based offering and enhance its ability to support financial advisors in delivering tailored, outcome-focused solutions to their clients.
-
The Horizon Expedition Plus ETF (HBTA) seeks higher volatility compared to the large-cap equity market by combining large-cap
U.S. stocks with options strategies (buying and selling put and call options) to generate extra income. -
The Horizon Landmark ETF (BENJ) seeks total return by investing in
U.S. Treasury Bills with maturities ranging from one to three months (as well as ETFs that have substantial exposure to such T-bills) and by engaging in options transactions such as spreads and other option combinations.
“Horizon’s operating principles are grounded in innovating how advisors can meet the unique goals of each of their clients. We have spent a lot of time over the last 18 months hearing from our financial advisor clients about what they’d like to see next from us regarding new solutions,” said John Drahzal, President & CEO of Horizon Investments. “I can think of no better person to lead these efforts than Clark as we embark on this next phase in our organization’s evolution.”
In this newly created position, Allen, who has been at Horizon since 2019 and previously served as the Director of Quantitative Research, will oversee the firm’s ambitious ETF endeavors. “The needs of today’s advisors are only getting more complex, so the tools available to the advisor community must keep pace,” added Allen. “As my colleagues and I look across the ETF landscape, we see a great deal of innovation taking place. The differentiated suite we are crafting will provide powerful new building blocks for advisors who adhere to the ‘rep-as-PM’ ethos.”
“Clark’s background and work in the quantitative and systematic investing side of our organization will be critical as he leads our efforts to design, build, and launch our suite of active ETFs designed to deliver expectational certainty to our advisors, a feature we believe is critical for goals-based portfolios,” said Scott Ladner, CIO of Horizon Investments. “We are thrilled to be introducing HBTA and BENJ, and we look forward to conversations with advisors about the exposures these funds provide and how we can continue to help them with their important work in helping their clients reach financial goals and supporting the growth of their firms.”
Horizon’s team of experts publishes regular commentary for advisors and clients on market moves and other trends of note, which you can access here.
About Horizon Investments
Horizon Investments is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon’s unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals.
Horizon has advisor clients across the country and is headquartered in
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus with this and other information about the fund, please click here. or call 866-371-2399. Please read the prospectus carefully before investing.
Investing involves risk, including potential loss of principal. There is no assurance that the fund will meet its objective. Investments in securities in general are subject to market risks that may cause their prices to fluctuate over time, and the Fund’s investments may decline in value due to factors affecting securities markets generally or to individual fund holdings. The value of investments in fixed income securities and securities in which the underlying investments are fixed income securities are expected to fluctuate with changes in interest rates. Investments in options involve risks different from, or possibly greater than, the risks associated with investing directly in securities, including leverage risk, tracking risk and, in the case of over the counter options, counterparty default risk. Option positions may expire worthless exposing the Fund to potentially significant losses.
Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.
Horizon ETFs are distributed by Quasar Distributors, LLC.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250123775463/en/
Chris Sullivan
Craft & Capital
chris@craftandcapital.com
Source: Horizon Investments, LLC
FAQ
What are the investment objectives of Horizon's new ETF HBTA?
When did Horizon Investments launch its first ETFs on the NYSE?
What is the investment strategy of HBTA ETF?
Who was appointed as the Head of ETFs at Horizon Investments?
How many ETFs did Horizon Investments launch initially?
