Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

5007

Highland launches All Cap Equity Value Fund

RELATED TOPICS​

Highland Funds, managed by Highland Capital Management, has launched the Highland All Cap Equity Value Fund which seeks the long-term growth of capital and income through a deep value approach.

Highland is the investment adviser for the fund and JS Asset Management will serve as the sub-adviser. 

The fund will be managed by John K. Schneider, founder of JS Asset Management, who brings 24 years of experience employing a value-oriented investment strategy. 

"John is an experienced asset manager, with a solid performance record, who is a pioneer in the deep value approach to equity investing," says Joe Dougherty, partner and head of retail products at Highland. "The All Cap Equity Value Fund offers Highland’s investors access to a niche investment style that we believe will offer attractive return opportunities versus the market. Our partnership with John and JS Asset Management reflects Highland’s commitment to identifying and partnering with the top managers for the investment strategies we choose to pursue."

The fund seeks to generate alpha by investing in approximately 30 to 50 holdings across select industries.

It seeks to invest in companies that possess identifiable catalysts which are expected to drive earnings or price appreciation over an 18 to 24 month time horizon. Such catalysts may include improvements in supply and demand outlooks, hidden or undervalued assets, cost cutting and growth initiatives, management changes, insider ownership, or changes to industry dynamics.

"Deep value companies are at the centre of our economic recovery," says Schneider. "This past recession significantly depressed earnings for many companies creating deep value opportunities for investors across a number of sectors. We will focus our portfolio on the best ideas, identifying companies with attractive price to book ratios, price to recovery earnings ratios, and near term catalysts for growth. Our goal is not to replicate value indexes, but outperform them over time."

Latest News

The trading and investment platform eToro has extended its proxy voting feature to all stocks..
C8 Technologies, the London-based fintech founded by former BlueCrest Capital Management partners Mattias Eriksson and..
DWS has announced the latest development in its strategic growth push in Alternative Credit with..

Related Articles

Pension funds
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next decade, industry research reveals...
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next..
Tim Crawmer, Payden & Rygel
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income...
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also,..
Lady justice
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI) strategies received glowing commendations from the Bank of England in its March report...
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI)..
Pension funds
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition...
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by