Horizon Investments

Horizon Investments
6210 Ardrey Kell Road
Suite 300, Charlotte, NC 28277
Phone: 866.371.2399
Fax: 704.544.2883

Articles by Horizon Investments

John Drahzal
President and Chief Executive Officer

John Drahzal

Mr. Drahzal is the President, Chief Executive Officer, and a member of the firm’s Executive Committee and Board of Directors. He oversees the company’s growth and acquisition initiatives and all aspects of the company’s operations, which include investment management, consulting, sales, marketing, technology, finance, and legal.

Mr. Drahzal joined Horizon in 2017 and previously served as President, overseeing all aspects of the firm’s distribution strategy, including sales, marketing, and strategic account management.

Before Horizon, Mr. Drahzal served as President of Reich & Tang, an investment affiliate of Natixis Global Asset Management, leading their growth initiatives. Before that, he held various leadership roles at Prudential Investments, eventually named Head of Distribution, responsible for the firm’s mutual fund and separately managed account business. Mr. Drahzal began his career at Victory Asset Management and was part of the leadership team that launched the firm’s mutual fund business.

Mr. Drahzal is a graduate of Skidmore College with a B.S. in Business Administration and of Case Western Reserve University with an M.B.A. in Finance. He holds FINRA Series 7, 63, and 24 licenses.

Scott Ladner
Chief Investment Officer

Scott Ladner

Mr. Ladner serves as Chief Investment Officer and Chair of the Investment Committee for Horizon. In these capacities, he oversees all aspects of the Investment Management division for the firm. He also provides the Investment Management division with macro analysis and interpretation of global derivatives, credit, foreign exchange, equity, and funding markets. His previous roles at Horizon included Head of Risk and Director of Quantitative & Alternative Strategies.

Before joining Horizon in 2010, Mr. Ladner was a founder of Charlotte Global Advisors and Principal Guard, LLC. Mr. Ladner helped to launch an equity index volatility and dispersion trading unit at PEΔK6 Investments in Chicago, a proprietary listed option and volatility trading firm. Previously at First Union/Wachovia, Mr. Ladner founded and ran the equity swap and forwards portfolio while managing equity option and volatility portfolios. He also co-founded and managed the Risk Arbitrage and Special Situations portfolio. Mr. Ladner then managed the swaption and cap/floor portion of the bank’s interest rate derivatives portfolio.

Mr. Ladner received his B.A. in Economics and Russian Language & Literature from the University of North Carolina at Chapel Hill.

Zach Hill, CFA®
Head of Portfolio Management

Zach Hill

Mr. Hill serves as the Head of Portfolio Management at Horizon Investments. He oversees the implementation and communication of all investment strategies managed by Horizon. Before this role, Mr. Hill served as Global Macro Strategist, where he focused on providing investment insights on asset allocation decisions from a global macro perspective.

Before joining Horizon, Mr. Hill held senior roles with Cold Spring Asset Management in New York and in the Foreign Exchange division of Wachovia/Wells Fargo.

Mr. Hill received a B.A. in Economics and a B.A. in Physics from the University of Virginia. He is also a CFA® Charterholder.

Mike Dickson, Ph.D.
Head of Research & Product Development

Mike Dickson

Dr. Dickson serves as the Head of Research and Product Development. He leads Horizon’s systematic strategy and process design for all investment strategies managed by the firm. He also oversees the team’s research efforts focused on quantitative methods to support Horizon’s investment process, risk management, and new product development. Additionally, Dr. Dickson is a Portfolio Manager for several mutual funds and ETFs. He joined Horizon in 2015, and his previous roles included Head of Portfolio Management and Director of Structured Financial Solutions.

Dr. Dickson specializes in systematic index design, portfolio construction, and risk mitigation. During and after his Ph.D. studies, he taught undergraduate and graduate school finance and portfolio management coursework at the University of North Carolina at Charlotte. Before earning his Ph.D., he worked in financial analysis support roles at Premier, Inc., and Global Compliance.

Dr. Dickson received his B.S. in Chemistry from Winthrop University, an M.S. in Economics, and a Ph.D. in Finance from UNC Charlotte.

Austin Fitch, CFA®
Managing Director, Consulting Services

Austin Fitch

Mr. Fitch joined Horizon Investments in January 2011. As Managing Director of Consulting Solutions, he helps clients think creatively about investment solutions while helping advisors innovate and scale their businesses to grow their enterprise value effectively. With areas of portfolio and practice management expertise, Mr. Fitch advises clients on several topics to deliver a comprehensive consulting offering.

Before this role, Mr. Fitch was Head of the Portfolio Strategy Group, managing a team of analysts that provided customized portfolio solutions to many of Horizon’s clients. He has also served as a research analyst at Horizon, providing fundamental research to the Investment Management team and supporting the firm's trading operations and performance measurement functions.

He has also worked on Horizon’s retirement platform offerings and supported the firm’s product development initiatives.

Mr. Fitch holds an MBA with a concentration in Finance from the University of Tennessee and a B.S. in Mathematics and a B.A. in Finance from Wofford College. He is a CFA® Charterholder.

More Articles

Big Number 50

Big Number 50

Turbulence Ahead? Stock investors may want to brace for some bumps in the road.   After months of gains and…

Call Me!

Call Me!

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative strategies to mitigate risk and…

Investors Keep Calm and Carry On

Investors Keep Calm and Carry On

Stock market volatility has fallen to multi-year lows “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much…

Jobs, Jobs, Jobs!

Jobs, Jobs, Jobs!

The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations.…

Guess What’s Beating the Nasdaq?

Guess What’s Beating the Nasdaq?

Active management aims to navigate trends as they emerge—and fade. We believe an active, dynamic approach to portfolio management can…

The Wheat and the Chaff

The Wheat and the Chaff

Identifying investment opportunities may take a sharper focus going forward. Fears about banks’ financial health have dominated many investors’ thoughts…

Too Much of Nothing

Too Much of Nothing

What tools can investors use to fight longevity risk in retirement? Many retirees today probably remember the 1976 disco hit…

Important Risk Disclosure

Investing involves risk including the risk of loss of principal.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Distributor: ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.

State Street Global Advisors Funds Distributors, LLC, member FINRA, SIPC, One Iron Street, Boston, MA 02210.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.

None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

© 2023 State Street Corporation - All Rights Reserved.

Not FDIC Insured – No Bank Guarantee – May Lose Value