Looking Under The Hood Of Highland Capital Management’s Signature Fixed Income Fund

 

Highland Capital Management (HCM) is fortunate to count some of the world’s most powerful investors among its clientele, and the firm is famous for identifying lucrative opportunities in fixed-income markets.

Highland Capital is among the most successful and largest firms operating in the financial sector today. It was co-founded in 1993 by James Dondero and Mark Okada. Mr. Okada recently announced his retirement after more than 25 years with Highland.

Given its history, it should come as no surprise that the “HCM Fixed Income Fund” is among its most popular investment offerings. In keeping with its title, the HCM Fixed Income Fund offers institutional investors the potential for superior yield against the S&P 500. Unlike a traditional equity fund, however, the HCM Fixed Income Fund offers this yield without the risk of stock prices falling.

Fixed-income investments are not new, but Highland Capital Management leaders are often noted for their unique approach to leveraging these vehicles. The HCM Fixed Income uses investment-grade debt to build a solid foundation for its portfolio, and United States Treasury Bonds comprise a hefty portion of these holdings. In addition to Treasury Bonds, the portfolio also includes asset-backed securities, money market paper, and long-term corporate bonds.

John Hakopian, the Fund’s leader, strives to create a portfolio of debt that features an average of between 5 and 10 years. This helps the portfolio remain balanced, and it also decreases the price sensitivity of its assets.

The HCM Fixed Income portfolio is currently comprised of securities and assets from: The United States Treasury (1.7%) – United States Treasury bills provide a guaranteed rate of return, and many market participants view them as truly risk-free. Visit This Page for additional information.

Government National Mortgage Association (1.7%) – First founded in 1968, the Government National Mortgage Association (GNMA) is a government-backed corporation that is technically an arm of the Department of Housing and Urban Development. As housing prices continue to recover, investments in GNMA are increasing in value.

FRESB Mortgage Trust (1.5%) – As a government-sponsored entity, the FRESB Mortgage Trust offers an added degree of security for the HCM Fixed Income Fund. Go To This Page for more information.

JPMorgan Chase & Co. (1.7%) – As one of the largest banks in the world, many experts feel that JPMorgan Chase & Co. makes for an extremely attractive investment under any set of market conditions. The bank was one of the only financial institutions to emerge from 2008’s financial crisis in better shape than before, and the JP Morgan brand has only gotten stronger over the last decade.

 

Source: https://www.highlandcapital.com/about-us/

 

Highland Capital Management and Help With Equity Funds

 

Highland Capital Management hails from Dallas or “The Big D” in Texas. This is a firm that has a reputation for five-star professional assistance with alternative investment managing matters. The professionals who work for Highland Capital Management oversee public equities, mutual funds, structured investment vehicles and, lastly, hedge funds.

Mark Okada and James Dondero are the two businesspersons who keep things in check for Highland Capital Management. They’re the company’s Chief Investment Officer (CIO) and President respectively. Trey Parker is yet another credible player on the Highland Capital Management team. Find Related Information Here.

The firm started its trajectory in 1993. Okada and Dondero were the driven individuals who were behind its momentous launch. It presently employs 115 workers. It’s a Dallas business that has offices in metropolises around the planet such as Seoul, South Korea and Buenos Aires, Argentina.

How exactly did this big firm start out years and years ago? It was in charge of putting together the software that was supposed to stay on top of portfolios for loans. This software is a big thing among an abundance of professionals who have loan management jobs. JPMorgan Chase is a huge American company that purchased this imaginative software back in 2003. See This Article to learn more.

Highland Capital Management made the choice to go into the vast mutual fund sector in the spring of 2004. That’s exactly when the company got its hands on a mutual fund division that was set up by the Columbia Management Advisors crew.

Highland Capital Management secured NexBank in that same exact year. In the spring of 2005, it landed something that was called ING Capital Management. This purchase signified Highland Capital Management’s debut European efforts.

Highland Capital is an acclaimed firm, and has many devoted professionals on its team right now. These staff members put a lot of thought into all types of equity funds.

Visit them on https://www.hcp.com/

 

TJ Maloney Teaches His Ways

 

TJ Maloney’s father was a business owner. Maloney worked for his father in the various business his father created. These businesses gave him a wide spectrum of experience, such as engineering and sales, quality control and collections. This helped to shape Maloney by instilling in him the desire to manage his own businesses.

Maloney worked as a lawyer after finishing his studies at Fordham Law School. Now, his day to day routine is quite full. He starts off each day with two cups of coffee. Regardless of what his agenda for the day entails, he has developed the ability to perfectly balance his time between meetings and his projects.

Maloney says that it is important to set aside time to read about the various industries and keep up on the market, as well as to take time to contemplate the way the entire business works.

Maloney follows his own process when it comes to his investments. Collaboration is important, and conducting thorough research is imperative. Sometimes, Maloney says, it makes sense to hire an industry consultant who knows the ins and outs better.

A key factor to Maloney’s success is his interest in potential areas for improvement. When he is prospecting a company, he finds these areas, which tells him a lot about the way the company works.

TJ Maloney is both CEO and Chairman of the New York City based company Lincolnshire Management. The company invests in companies operating in many different industries. Lincolnshire was founded in 1986, and Maloney joined the company in 1993. Since, he has been a member of the investment committee.

He worked diligently through law school and kept his mind motivated and dedicated to progress, seeking out every opportunity to increase his productivity that presented itself. Maloney credits his business oriented mindset to his father, after watching his success with businesses. This is also where he gained a lot of the initial experience that has led him to such success today. This experience has grown into a strong and multifaceted skillset. His investments involve a series of step by step procedures that result in a thorough understanding of the viability of a particular investment.

Connect with TJ Maloney here https://www.facebook.com/tjmaloneyceo/

Highland Capital Management and Help With Equity Funds

 

Highland Capital Management hails from Dallas or “The Big D” in Texas. This is a firm that has a reputation for five-star professional assistance with alternative investment managing matters. The professionals who work for Highland Capital Management oversee public equities, mutual funds, structured investment vehicles and, lastly, hedge funds.

Mark Okada and James Dondero are the two businesspersons who keep things in check for Highland Capital. They’re the company’s Chief Investment Officer (CIO) and President respectively. Trey Parker is yet another credible player on the Highland Capital Management team.

The firm started its trajectory in 1993. Okada and Dondero were the driven individuals who were behind its momentous launch. It presently employs 115 workers. It’s a Dallas business that has offices in metropolises around the planet such as Seoul, South Korea and Buenos Aires, Argentina. Go To This Page for related information.

How exactly did this big firm start out years and years ago? It was in charge of putting together the software that was supposed to stay on top of portfolios for loans. This software is a big thing among an abundance of professionals who have loan management jobs. JPMorgan Chase is a huge American company that purchased this imaginative software back in 2003.

Highland Capital Management made the choice to go into the vast mutual fund sector in the spring of 2004. That’s exactly when the company got its hands on a mutual fund division that was set up by the Columbia Management Advisors crew. They secured NexBank in that same exact year. In the spring of 2005, it landed something that was called ING Capital Management. This purchase signified Highland Capital Management’s debut European efforts.

Highland Capital is an acclaimed firm, which has many devoted professionals on its team right now. These staff members put a lot of thought into all types of equity funds.

 

View their page on https://www.highlandfunds.com/