This strategy seeks long-term capital appreciation by investing in themes that stand to benefit from current and future technology, medical, and energy advancements.
What is the New Horizons Strategy?
• Portfolio consists of a balanced mix of individual companies and ETFs that represent high growth potential themes such as Artificial Intelligence, Cloud Computing, Genomics, FinTech, and Nuclear Energy.
• Managed with the goal of generating long term capital appreciation with low to moderate turnover.
• Given the targeted sector selection and above average valuation, investors should expect higher-than-average volatility.