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Ronald Saba

Ronald Saba

Senior Portfolio Manager at Horizon Investments, LLC

Charlotte, NC , United States

About

Ronald Saba is the Senior Portfolio Manager at Horizon Investments, LLC, based in Charlotte, NC. As Chairman of Horizon's Investment Committee, he oversees the management of all investment products and is responsible for developing and executing active portfolio strategies across the firm's suite of offerings. Saba's role includes direct responsibility for designing and managing solutions within equity, fixed income, and multi-asset products.

With nearly 30 years of investment management experience, Saba has deep expertise in small-cap and SMID cap value equities, dividend income strategies, high yield bonds, preferred stocks, options-based equity, and tactical asset allocation. Prior roles include Managing Partner and Chief Investment Officer at Charlotte Capital and lead portfolio manager positions at both Charlotte Capital and Pioneer Investments, with notable achievements managing two Morningstar five-star funds in separate categories. He has also contributed to financial media outlets including CNBC and Barron's.

Saba holds an MBA in Finance from the University of Chicago Booth School of Business and a BS in Business Finance from The Ohio State University. He is recognized for his leadership in institutional investment management and his experience representing bondholder committees during restructurings. Saba's investment focus is distinguished by a blend of active asset allocation and risk-managed, outcome-oriented solutions, with specialization in U.S. equities and fixed income markets.

Career History

OrganizationRoleDate RangeDetails
Horizon InvestmentsSenior Portfolio ManagerAug 2009 to Present
With more than three decades of investment management experience, Mr. Saba is responsible for the management of Horizon's dividend and equity portfolio strategies and also contributes bottom-up, funda...

Education

University of Chicago

Master of Business Administration - MBA, Finance and Financial Management Services

The Ohio State University

Bachelor of Science - BS, Business Finance

The Ohio State University Fisher College of Business

Others at Horizon Investments, LLC (12)

NameRoleLocation
A
Alyson Strode
TraderCharlotte, NC , United States
Braho Omeragic
Braho Omeragic
Senior AnalystNew York, NY , United States
Dzhan Yusnyu
Dzhan Yusnyu
Senior AnalystCharlotte, NC , United States
Mike Dickson
Mike Dickson
Head of Research and Quantitative StrategiesCharlotte, NC , United States
Savannah Bryant
Savannah Bryant
AnalystCharlotte, NC , United States
Scott Ladner
Scott Ladner
Chief Investment OfficerCharlotte, NC , United States
Casey Hazen
Casey Hazen
Portfolio AnalystCharlotte, NC , United States
D
Dmitry S.
AnalystCharlotte, NC , United States
Jeb Despard
Jeb Despard
Quantitative Investment AnalystWaxhaw, NC , United States
John Yusnyu
John Yusnyu
Senior AnalystCharlotte, NC , United States
Showing 1-10 of 12 team members

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