When you are making an investment choice you want experience behind your choice. You have worked hard and saved your funds. You are now looking for a solid investment to grow those funds. Highland Capital Management (HCM) has been pioneering in loan and CLO markets since 1993.
Highland Small Cap Equity Fund almost tripled the return of the S&P 500 Index last year. This Dallas based company manages about $13.4 billion in assets and is looking into the healthcare sector to make gains this year.
Michael Gregory who is chief investment officer of Highland Alternative Investors, a unit of HCM, says the not so favorable healthcare sector could stage a “tremendous rebound” in 2017.
This mutual fund’s Class A shares of HSZAX, -0.37% returned 31.6% in 2016, compare those returns of 12% with the large-cap S&P 500 SPX, +0.03% and 21.3% of the small-cap Russell 2000 Index RUT, -0.56%.
Disciplined in Action
With the experience noted you also want to have great discipline when you are investing your funds. There is no better time than the present to practice discipline in your investment portfolio. Highland Capital Management holds the course when it comes to disciplined investing.
Remaining lucrative while oil prices tanked. Staying savvy by using MLPs, none of the selected partnerships cut dividends after the fund purchased shares in 2016.
The solid trading portfolio includes well-known companies such as Facebook, Amazon, Twitter, American Airlines, and Visa. HCM remains strong even in a bear market.
Taking a chance in emerging markets or even re-emerging markets, such as healthcare, Highland has a vast array of investments. Under the leadership of James Dondero and Mark Okada these investment portfolios are looking at a bright future.
Highland is also committed to the world community by donating over $10 million in the local community and national non-profit organizations. The annual philanthropic budget of $3 million is managed by partner Mary Jalonick, President & CEO of The Dallas Foundation. HCM promotes employees involved and volunteering in their communities in Dallas, New York, Sao Paulo, Singapore, and Seoul.
When you decide to go bold with Highland Capital Management, you not only support the growth of your portfolio, but you support world class philanthropy. This is a company that you should be aligning with in 2017.