Performance & Strategy

Results in full,
presented in plain language.

Composite returns net of fees, alongside a benchmark that genuinely represents what our clients hold. No selective starting dates, no asterisks in the corners.

Composite Returns

Five years, side by side.

Dominion Composite
60/40 Benchmark
202120222023202420252026 YTD
By the Numbers

Composite returns, net of fees.

Horizon Dominion Composite 60/40 Benchmark Excess Return Max Drawdown
1 Year+14.2%+10.1%+4.1%−3.4%
3 Years (ann.)+11.8%+8.4%+3.4%−5.9%
5 Years (ann.)+9.6%+6.8%+2.8%−8.2%
Since Inception (2010)+8.9%+6.2%+2.7%−11.4%

Past performance is not indicative of future results. Composite returns are net of management fees and represent the firm's discretionary multi-asset portfolios. Benchmark is a blended 60% MSCI ACWI / 40% Bloomberg Global Aggregate Index. As of Q1 2026.

Allocation

Diversification, deliberately.

A composite allocation reflecting our balanced mandate. Individual client portfolios vary based on tax situation, time horizon, and risk profile — this is what the centre of gravity looks like.

Global Equity
52%
Fixed Income
28%
Alternatives
12%
Real Assets
6%
Cash
2%
Our Philosophy

Three principles.
One quiet mandate.

i.

Risk-adjusted growth.

We size every position relative to the downside it can introduce — not the upside it can suggest. Capital preservation is the only durable foundation for compounding.

ii.

Genuine diversification.

True diversification goes beyond stocks and bonds. We integrate real assets, alternatives, and strategy diversity to build portfolios that survive regime change.

iii.

Active stewardship.

Our investment committee meets weekly. Every client portfolio is reviewed at least quarterly by a senior advisor — not at all by a marketing algorithm.

2025 Year in Review

What the investment committee did, quarter by quarter.

Q1 · 2025

Tech leadership confirmed.

  • Captured semiconductor leadership
  • Trimmed long-duration treasury exposure
  • Added quality factor tilt
Q2 · 2025

Defensive rotation.

  • +5% gold allocation
  • Rotated growth → quality value
  • Initiated USD hedging program
Q3 · 2025

Selective EM entry.

  • Strategic SE Asia equity weight
  • India direct exposure +3%
  • Maintained EM ex-China stance
Q4 · 2025

Yield lock.

  • Locked high-grade corporate yields
  • Tax-loss harvest executed
  • Year-end RRSP rebalancing
Reports

Public documents.

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