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Financial Strategies

Horizon Socially Responsible Strategies

The Enhanced Socially Responsible strategy is an all-equity enhanced index strategy. Horizon believes its Enhanced Socially Responsible strategy can achieve out-performance by applying quantitative overlays to the MSCI KLD 400 Social Index, an index that is selected largely on qualitative characteristics.

Christian Values Strategy

The Enhanced Christian Values strategy is an all-equity enhanced index strategy. Horizon believes its Enhanced Christian Values strategy can achieve out-performance by applying quantitative overlays to the MSCI USA Catholic Values Index, an index that is selected largely on qualitative characteristics.