HIGHLAND CAPITAL Overview
Highland Capital Management Llc is a hedge fund that manages 1.4 BN dollars in regulatory AUM and has 12 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 95% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 1BN in positions, representing 95% of the manager's regulatory AUM.
HIGHLAND CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HIGHLAND CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.33% | Tech | 8.05% | -0.06% | 0 | 40% | ||
| MRK | 2.92% | Health | -1.08% | -0.09% | 0 | 30% | ||
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FEATURED IN
HIGHLAND CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Steven Wishnia | President | December-2012 |
| Denise M. Spivey | Chief Compliance Officer | September-2004 |
HIGHLAND CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HIGHLAND CAPITAL Investment Strategy
Item 8 Methods of Analysis, Investment Strategies & Risk of Loss
Equity Securities
Highland Capital’s equity investment philosophy is geared toward identifying and investing in equities that we believe will generate above market returns with below market risks. Our strategy is to:
o Focus on the larger capitalized companies within the S&P 500 with strong financial characteristics;
o Purchase shares when prices represent excellent value, selling at the lower range of historic P/E valuation; and
o Place emphasis not only on upside potential, but also protecting downside risk.
Our investment process utilizes proprietary models in conjunction with a detailed research process to select the companies to invest in from the S&P 500 for our equity
Dated: March 24, 2015
Form ADV: Part 2A Page 8
Highland Capital Management, LLC
Equity Securities
Highland Capital’s equity investment philosophy is geared toward identifying and investing in equities that we believe will generate above market returns with below market risks. Our strategy is to:
o Focus on the larger capitalized companies within the S&P 500 with strong financial characteristics;
o Purchase shares when prices represent excellent value, selling at the lower range of historic P/E valuation; and
o Place emphasis not only on upside potential, but also protecting downside risk.
Our investment process utilizes proprietary models in conjunction with a detailed research process to select the companies to invest in from the S&P 500 for our equity
Dated: March 24, 2015
Form ADV: Part 2A Page 8
Highland Capital Management, LLC
HIGHLAND CAPITAL Portfolio Concentration
HIGHLAND CAPITAL Location
6075 POPLAR AVENUE
SUITE 703
MEMPHIS, Tennessee
UNITED STATES, 38119
SUITE 703
MEMPHIS, Tennessee
UNITED STATES, 38119
HIGHLAND CAPITAL Contact Information
Phone Number: 901-761-9500
Fax Number: 901-761-5631
Website: http://www.highlandcap.com
Fax Number: 901-761-5631
Website: http://www.highlandcap.com
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