Highland Capital Management is a Registered Investment Advisor, that specializes in alternative investments for corporations, foundations, endowments, funds and high net worth investors. They currently manage over $20 billion in assets. The company has been in business for 20 years, providing a consistently high standard of advice and services to all its clients. They handle fixed-income, equities and fund investing for your clientele.
The company is located in Dallas, Texas, and was co-founded by Jim Dondero and Mark Okada. They also have offices in Seoul, Sao Paulo, Singapore and New York. They invest in distressed credit issues, collateralized loan obligations, private placements, public equities and more. Their highest concentration of investing is in fixed-income, hedge funds and public equities. The firm looks for high income streams from high-yield bonds. Highland Capital offers investors access to their Highland Credit Strategy Fund and the Highland Distressed Opportunities Fund.
Highland Capital Management uses a bottoms-up research approach, along with a top-down strategy for getting the highest potential return from all sectors. Mark Okada, the Chief Investment Officer at the company sets the top-down strategies, as well as the company’s risk level. The company’s strategy is to determine when assets have been miss-priced and taking advantage of the situation.
The company’s co-founders are primarily responsible for the success the company has had. Jim Dondero has over 30 years of experience in the alternative investing environment. He graduated from The University of Virginia’s Commerce School, and started his working career in the analyst training program at Morgan Guaranty. He worked as a corporate bond analyst abd portfolio manager at American Express.
Mark Okada is the portfolio manager of the Floating Rate Opportunities Fund. He watches over all the firm’s investments. He has over 30 years’ experience in credit and alternative investments, he adds major value to the company. In addition to Mark and Jim, the company has 200 portfolio managers, associates and researchers.