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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Horizon Investments | Senior Portfolio Manager | Aug 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)
| Name | Role | Location |
|---|---|---|
A Alyson Strode | Trader | Charlotte, NC , United States |
| Senior Analyst | New York, NY , United States | |
| Senior Analyst | Charlotte, NC , United States | |
| Head of Research and Quantitative Strategies | Charlotte, NC , United States | |
| Analyst | Charlotte, NC , United States | |
| Chief Investment Officer | Charlotte, NC , United States | |
| Portfolio Analyst | Charlotte, NC , United States | |
D Dmitry S. | Analyst | Charlotte, NC , United States |
| Quantitative Investment Analyst | Waxhaw, NC , United States | |
| Senior Analyst | Charlotte, NC , United States |
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