Highland Capital Management has come of age since its inception in 1993 to manage approximately $14.9 Billion in assets. It is a Securities and Exchange Board registered investments advisor. Their successful process entails a review of existing investments, evaluating opportunities across issuer capital structures and monitoring trends within those industries. The team focuses on strategies and asset classes where they can add significant value. The company, founded by James ‘Jim’ Dondero and Mark Okada, boasts of an unbeatable investment management and client service team.
Highland Capital as a Choice for All
With industry focused research professionals, having an average of 11 years experience investment experience, the company strives to generate consistent above average returns by applying time-tested principles of finance and maintain discipline around capital preservation while shooting for an appropriate risk/return balance. Having been in the game for more than 20 years now, Highland Capital Management is now the biggest Collateralized Loan Obligations manager in the United States.
The staff has an owner operator mindset that enables them to quickly identify and avoid losers allowing them to provide proper solutions for investors. In 2016, in a blatant display of credit competence and expertise, the Highland Small-Cap Equity Fund energy stock generated a 32% return for investors. The firm’s retail arm manages Highland iBox Senior Loan ETF (NASDAQ: SNLN). NASDAQ enables customers to prepare, optimize and execute their investment visions with confidence. It created the first electronic stock market and is operational in more than 70 marketplaces in 50 countries.
Face of Highland
James Dondero, Founder and President, and Highland Capital Management team is passionate about giving back to the community in which they operate by promoting volunteerism, active advisory board involvement, and financial giving. Since 2005, the company has given $10 Million dollars to worthy causes. The philanthropic budget has experienced a tremendous growth to $3 Million annually. In 2011, Jim was in search of an organization to help streamline charitable activities in Santa Barbara.
In a Nutshell
Together with the Santa Barbara Foundation they formed Highland Santa Barbara Foundation Inc. and have since distributed $1.5 Million to 27 organizations in the county. This money went to education, youth development and support for veterans. The objective of the foundation is to build community resilience and drive positive change.