Horizon Kinetics Asset Management LLC (HKHC)

Overview

Horizon Kinetics Holding Corporation stands out as an investment management firm owned by its employees, distinguished by its dedication to serving a high-net-worth clientele. Founded in 1994, the company has its roots firmly planted in New York City, with additional offices extending to Charlotte, North Carolina; Summit, New Jersey; and White Plains, New York. Horizon Kinetics is renowned for its comprehensive approach to investment, offering tailored services not only to affluent individuals but also to a variety of other clients, including investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. By focusing on delivering client-specific equity and fixed income portfolio management, as well as managing equity mutual funds, the firm secures its place as a pivotal player in the financial services sector.

Products and Services

• Client-Focused Equity and Fixed Income Portfolios

  Horizon Kinetics specializes in managing separate equity and fixed income portfolios that are designed to meet the specific financial goals and risk tolerance of each client. Through a meticulous selection process, the firm ensures a personalized investment experience geared towards achieving long-term returns.

• Equity Mutual Fund Management

  The firm extends its expertise in the equities market to the management of equity mutual funds, offering clients an opportunity to invest in diverse public equity markets globally. By leveraging its strategic investment approaches, Horizon Kinetics aims to optimize mutual fund performances for its investors.

• Investment in Public Equity and Fixed Income Markets

  Horizon Kinetics demonstrates a robust capability in investing across the broad spectrum of the public equity and fixed income markets worldwide. This includes a strategic focus on value stocks ranging from small cap to large cap companies, underpinned by a strong belief in the potential for value investing to generate substantial returns.

• Alternative Market Investments

  Understanding the importance of diversification, the firm also engages in investments within alternative markets. This approach provides clients with access to unique investment opportunities outside the traditional stock and bond markets, potentially reducing risk and enhancing portfolio performance.

• Fundamental Analysis and In-house Research

  At the heart of Horizon Kinetics' investment strategy lies its commitment to fundamental analysis and in-house research. By conducting deep, proprietary research, the firm is able to uncover investment opportunities and make informed decisions that aim to deliver above-average returns to its investors.