Horizon Kinetics Asset Management LLC

Overview

Horizon Kinetics Asset Management LLC is an independently owned investment firm specializing in long-term, value-oriented strategies across various asset classes. The firm offers a range of investment products, including mutual funds, exchange-traded funds (ETFs), and private funds, focusing on fundamental research and a contrarian investment approach. As of June 30, 2025, Horizon Kinetics' suite of active ETFs represented approximately $1.36 billion in assets under management, within the firm's total assets of $10.5 billion. The firm's investment philosophy emphasizes a long-term horizon, fundamental analysis, and a contrarian perspective, aiming to identify undervalued opportunities across multiple sectors and stages of investment. Horizon Kinetics has a history of providing independent proprietary research and investment advisory services for both long-only and alternative value-based investing strategies. Horizon Kinetics is headquartered in New York City, with additional offices in White Plains, New York, and Summit, New Jersey. The firm has over 70 employees and has been an established presence in independent research and investment management for over 25 years. Its investment strategies are offered through third-party investment products, including mutual funds, third-party exchange-traded funds (ETFs), institutional and retail separate accounts, and other private funds and investment vehicles.

Investment Focus

• Accredited investor status required for certain private funds
• Compliance with Horizon Kinetics' investment guidelines and objectives

Portfolio Companies