Horizon Investments Introduces HBTA and BENJ ETFs

How These ETFs Work

The Horizons Expedition Plus ETF

is tailored for investors aiming to embrace higher volatility and increased equity risk exposure. The fund blends large-cap U.S. stocks with advanced options strategies, such as buying and selling put and call options, to enhance income generation. This active approach offers the potential to amplify returns while serving as a complement to defensive investment strategies.

Meanwhile, the Horizon Landmark ETF

targets total return by investing in U.S. Treasury Bills with maturities ranging from one to three months and ETFs with substantial T-bill exposure. BENJ also employs options transactions, such as spreads and combinations, to maximize liquidity and enhance returns. This innovative use of short-term government securities makes BENJ a dynamic solution for liquidity-focused investors.

Why Investors Should Consider HBTA and BENJ

HBTA offers a distinctive opportunity for those seeking to take on higher equity risk within a portfolio. By integrating options strategies with large-cap U.S. equities, the fund offers a dynamic way to potentially boost returns. It serves as a compelling complement to more conservative, defensive investments.

On the other hand, BENJ delivers a dynamic approach to liquidity management and total return. With the stability of U.S. Treasury Bills at its core and the added power of innovative options strategies, it combines security with active management—making it a compelling alternative to traditional cash management tools.

Scott Ladner, CIO of Horizon Investments, highlighted the firm's commitment to innovation:

"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."

About the Issuer

Horizon Investments specializes in delivering innovative, customizable investment solutions for financial advisors. Its goals-based planning strategies are designed to meet the unique needs of clients while supporting advisors' work through cutting-edge tools and strategies. Clark Allen, Head of ETFs, emphasized the importance of innovation in the evolving advisor landscape:

“The needs of today’s advisors are only getting more complex, so the tools available to the advisor community must keep pace. The differentiated suite we are crafting will provide powerful new building blocks for advisors who adhere to the ‘rep-as-PM’ ethos.”

Both HBTA and BENJ exemplify Horizon Investments’ mission to empower financial advisors with innovative solutions, reinforcing their reputation as a trusted partner in achieving client goals.

 

Please note this article is for information purposes only and does not in any way constitute investment advice. It is essential that you seek advice from a registered financial professional prior to making any investment decision.