Highland Global Allocation Fund

Investment Objective

The investment objective of Highland Global Allocation Fund is to seek to long-term growth of capital and future income. (Future income means the ability to pay dividends in the future.)

Investment Approach

The Fund invests primarily in U.S. and foreign equity and debt securities that the portfolio manager considers to be undervalued by the market but have solid growth prospects. Undervalued securities are those securities that are undervalued relative to the market, their peers, their historical valuation or their growth rate.

  • Utilize high-conviction internal analyst recommendations
  • Tactical asset allocation with a relative value discipline
  • Invest in relative value across all sectors, asset classes and regions