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Horizon Global Smaller Companies Fund

Invests in small companies listed globally, seeking long-term capital growth by identifying good quality but potentially undervalued stocks.

Overview

INVESTMENT OBJECTIVE

The Fund aims to provide capital growth over the long term.

The Fund invests at least 80% of its assets in shares (equities) and equity-related securities of smaller companies, in any industry, in any country.

ABOUT THIS FUND

  • Experienced lead manager and regional managers with local expertise
  • Dispassionate screening approach to stock selection combined with qualitative fundamental research
  • Balanced style and regional exposure reduces factor risk, allowing the strategy the potential to outperform in a variety of market conditions

Portfolio Management

Nick Sheridan

Portfolio Manager

Industry since 1986. Joined Firm in 2009.

Performance

Portfolio

Sector Allocation % of Fund % of Index % of Fund % of Index As of 31/10/2025
Market Capitalization Range of Equity Holdings % of Fund % of Index % of Fund % of Index As of 31/10/2025
Country/Geographic Exposures % of Fund % of Index % of Fund % of Index As of 31/10/2025
Regional Allocation % of Fund % of Index % of Fund % of Index As of 31/10/2025
Top Holdings (As of 31/10/2025)
% of Fund
Comfort Systems USA 3.16
Celestica 2.74
Mueller Industries 2.41
Sterling Infrastructure 2.13
Bel Fuse 2.04
Fabrinet 1.87
Banco Comercial Portugues 1.83
Collegium Pharmaceutical 1.61
Powell Industries 1.54
Qorvo 1.53
TOTAL 20.86

Documents