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In the investment business only results and service count. The rest is mostly white noise. Our job is to minimize the noise and deliver results and service to you. MRM-Horizon seeks equity-like returns with less than equity-type risk. Our approach to investing uses the disciplines of value and growth at a reasonable price. We strive to be open-minded, patient, restrained, and disciplined investors. We invest your assets only when we sense we can get well paid for risks inherent in each opportunity. A typical managed account generally owns approximately 50 securities, as we prefer to concentrate our investments where we have conviction. Unlike most money managers, we consider ourselves generalists and consider opportunities regardless of asset class or security type. We often own stocks, bonds, preferred stocks, warrants, options, and short positions in managed accounts. As our investment style encompasses a longer-term horizon, our strategy has historically generated very attractive after tax returns. The majority of our investment ideas are generated by our sub-advisor, Murray Stahl. His Horizon Research Group publishes the Spin-Off Report, Contrarian Research Report, Hidden Asset Report, Devil’s Advocate, Capital Structure Arbitrage Report, Scratch Report, and the Compendium Reports. Horizon focuses its efforts on opportunities that are usually not extensively covered by other Wall Street analysts. |
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