New Horizon Global

Investment Management

Providing an adequate risk-reward profile in accordance with the client’s constraints is the cornerstone of our investment philosophy. We believe that dynamic risk control will lead to long term downside protection, while an optimal combination of strategic asset allocation and technical adjustment will deliver the appropriate return relative to the level of risk incorporated.

We aim to provide full transparency to our clients on their investment portfolios and our management processes, which are backed by professional advice and appropriate risk management, extensive research and complete product suites.

INVESTMENT PHILOSOPHY

Globally Diversified

Our global allocation approach allows us to take advantage of various rising opportunities cross different regions, themes and asset classes, whilst providing the investors the benefit of risk reduction through diversification.

Scientifically Constructed and Dynamically Managed

We employ a quantitative based approach for our strategic and tactical asset allocation framework. Our underlying security selection is also based on a rigour proprietary quantitative screening process that evaluates single stock and fund based on a large spectrum of attributes and data points. Additionally, we use a dynamic investment approach to accommodate major changes in market and economic conditions, which provide us with the optimal flexibility for achieving our client’s investment objectives.

Asset Custody

Through our award winning custodian partner, Saxo Markets, we can arrange truly global trade execution and asset custody services combining asset safeguarding, best execution, fast and reliable UK and international market access, and cross-asset expertise for our clients.

GLOBAL MARKET ACCESS

We provide trading coverage for all majorstock markets in North America and Europe,including NYSE, NASDAQ, LSE, HKSE,Euronext,and others

GLOBAL MARKET ACCESS Trade Fx, Fx options, CFps, stocksETFs, futures, listed options andbonds, from 125 global exchanges.
Pricing Benefit from market-leading entryprices and get tighter spreads andlower commissions
Real-time Multi-asset Execut 71,000+instruments from cashproducts to sophisticated futures andoptions-all effectively handled withtech-driven broker execution and

Investment Products: Global Equity Fixed Income FX ETFS Mutual Fund Structured Products

RESEARCH & ANALYTICS

ASSET CUSTODY &SAFEGUARDING

Through our custody partners, such asSaxo Markets, we help our client to accessa truly global custody service combiningsecurity, flexibility and cross-assetexpertise.

Our accounts safeguard securities and cashwhilst ensuring clients can take fulladvantage of multi-asset, multi-currencyand multi-strategy investments in 120+markets.

"Our client accounts are segregated, and weact as nominee/POA only. At no point dowe become the owner of clients’money/assets

Our Investment Solutions

Two sets of New Horizon Global portfolios solutions are engineered in order to satisfy either capital preservation or growth
requirements for our clients:The NH Global Allocation and The NH Global Equity range.

Feature

Investment
Objective

Portfolio
Composition

Management
Strategy

Benchmarks - Fixed
Income/Equity

Benchmarks - Cash
Proxy

Benchmarks - Equity

NH Global Allocation Range: Achieve selected return at a given
risk level; Composed of a ETF/fund based
core portfolio, and single stock
based satellite
portfolio.; Actively managed with
unconstrained asset allocation; A blend of fixed income (Bank of
America Global Fixed Income
index) and equity (FTSE World Index); 6-month Libor; N/A

NH Global Equity Range: Aim of providing long
term real capital growth; Invests in global equity
markets via single stocks/funds; Rebalanced following a
systematic investment programme; Bank of America Global
Fixed Income Index; 6-month Libor; FTSE World Index

We design and manage diversified portfolios covering a wide range of asset classes for ourclients

Risk Management: Ongoing monitoring of portfolio vol atility, VaR (Value at Risk), asset class correlations, etc.

Tactical Review: Portfolio allocation is adjusted using our proprietary framework to consider macro/industry-level market factors.

Client Profiling: Our internal risk profiling process evaluates client’s risk tolerance, personal circumstances, and investment objectives.

Strategic Investment Selection: Quantitative driven algorithms to select the most appropriate investment instruments.

Client Profiling: Our internal risk profiling process evaluates client’s risk tolerance, personal circumstances, and investment objectives.

Portfolio Design: Portfolio allocation is driven by client’s investment objectives and constraints over a long-term period.

Our Investment Process

1.A risk profiling tool to determine the client’s risk tolerance. ·Supplement with client discussions about tolerance to loss, capital at risk, objectives, and cash flow modeling.

2.Quantitative analysis of asset classes using historical data to identify optimal asset combinations. ·Employs Mean-Variance Optimization (MVO) enhanced by latest academic developments and Bootstrapping methods.

3.Security selection via rigorous quantitative and qualitative screening. ·Portfolio construction focuses on diversification and blending strategies. ·optimization to maximize risk/reward profile using Bootstrapping.

4.Ongoing assessment of portfolio volatility and asset class mix adjustments as needed. ·Independent risk management overlay monitors investment process stages. ·Daily market and risk management systems ensure known and appropriate risks.

5.Monthly rebalancing for both Global Allocation and Global Equity Portfolios. Ad hoc rebalancing based on capital allocation changes, strategy shifts, or risk management.

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Get in touch

63 St Mary Axe, London, UK EC3A 8AA

welcome@newhorizon-global.com

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New Horizon Global Advisory Ltd is authorised and regulated by the Financial Conduct Authority (FRN 927966), registered as a company in England and Wales under Company Number 11115481.

The content of this website is not intended to offer any investment advice to the reader. By making an investment, your capital is at risk. The value of your investment may rise or fall and there are no guarantees you will get back all the capital you have invested. You should seek financial advice if you are unsure about investing. Copyright of this website is owned by New Horizon Global Advisory Ltd and cannot be reproduced either in part or as a whole without the prior consent of New Horizon Global.

FCA Register

Privacy Policy

Best Execution Policy

Terms of Business

White Paper

Business Advisory

Investment Management Pillar 3 disclosure Open an account

The content of this website is not intended to offer any investment advice to the reader. By making an investment, your capital is at risk. The value of your investment may rise or fall and there are no guarantees you will get back all the capital you have invested. You should seek financial advice if you are unsure about investing. Copyright of this website is owned by New Horizon Global Advisory Ltd and cannot be reproduced either in part or as a whole without the prior consent of New Horizon Global.