Everything You Need to Know About Highland Capital Management

Highland Capital Management is a leading global investment management firm that has been around since 1993.

The firm was founded by James Dondero and Mark Okada.

Highland Capital Management is headquartered in Dallas, Texas, with offices in New York, Singapore, and Seoul.

The company has a long history of providing alternative investment solutions to institutional and individual investors.

Highland Capital Management is a global investment management firm with over $18 billion in assets under management. They have a strong presence in the industry, with a team of experienced professionals.

The company was founded in 1993 by James Dondero and Mark Okada, who have a deep understanding of the financial markets. They have a proven track record of success, with a focus on credit strategies and alternative investments.

Highland Capital Management was founded in 1993 by James Dondero and Mark Okada.

The firm designed the first software to electronically track loan portfolios, which is still used by a majority of loan managers today.

Highland sold this software to JPMorgan Chase in 2003, marking a significant milestone in the company's history.

In 2004, Highland entered the mutual fund space with its acquisition of Columbia Management Advisors' bank loan mutual fund business.

The company also acquired NexBank in 2004, expanding its reach and capabilities.

Highland's first move into Europe came in 2005 with the acquisition of ING Capital Management.

The firm has been involved in several high-profile bankruptcies and reorganizations, including the bankruptcy of Bridge Information Systems in 2001.

Highland also worked with Delphi Corporation through its reorganization in December 2006.

In 2011, Highland relocated its offices to the Crescent Complex uptown, a move that marked a new chapter in the company's history.

Highland is a founding benefactor of the George W. Bush Presidential Center and made a significant contribution to the center in 2018, providing a $10 million endowment.

Highland Capital Management, L.P. is a relatively small company with a workforce of 75 people.

Their NAICS codes indicate that they operate within the finance industry, which is no surprise given their investment management services.

These codes, which include 5239, 5242, 52, 52392, 524, 523, and 523920, provide a glimpse into the specific types of financial activities they engage in.

Highland Capital Management has a diverse portfolio of investments, with a total of 24 investments made as of September 30, 2021. Their latest investment was in Reachdesk as part of their Series B.

The firm has also made 12 portfolio exits, with their latest exit being Beeswax on December 17, 2020. Beeswax was acquired by Freewheel for an undisclosed valuation.

Highland Capital Management has a significant presence in the market, with 375 positions in its portfolio as reported in the December 2024 quarterly 13F filing.

Highland Capital Management has a diverse investment portfolio. They manage the Highland Floating Rate Opportunities Fund, which was named the number one Bank Loan Fund by Morningstar for one, three, and five-year periods.

Their investment strategy includes managing closed-end funds, such as the BB Highland Floating Rate Fund, launched in 2014 with Banco do Brasil. This fund was designed to replicate the previous Highland Floating Rate Opportunities Fund.

Highland also launched the Highland/iBoxx Senior Loan ETF in November 2012. In June 2018, they launched a UCITS fund focused on collateralized loan obligation (CLO) debt.

Their investment arm, Highland Global Allocation Fund, was valued at $947 million in September 2016. They also acquired Cityplace Tower from Parmenter Realty Partners and Angelo, Gordon & Co. in August 2018.

Here are some of their notable investments:

They have made 24 investments in total, with their latest being in Reachdesk as part of their Series B in September 2021.

Highland Capital Management has a diverse portfolio with 375 positions as reported in the December 2024 quarterly 13F filing. This suggests a wide range of investments across various asset classes.

The company has a significant presence in the investment management industry, with a long history of managing funds and making strategic acquisitions.

Highland Capital Management manages the Highland Floating Rate Opportunities Fund (NYSE: HFRO), which was named the number one Bank Loan Fund for one, three, and five year periods among 213, 168, and 111 funds, respectively.

The company has also launched several other funds, including the BB Highland Floating Rate Fund, the Highland/iBoxx Senior Loan ETF, and a UCITS fund focused on collateralized loan obligation (CLO) debt.

In addition to its fund management business, Highland Capital Management has also made significant investments in private equity and venture capital. The company acquired Structural & Steel Products in 2017, a deal valued at $XXM.

Here are some key statistics on Highland Capital Management's acquisitions:

Highland Capital Management has a total of 12 portfolio exits, with their latest exit being the acquisition of Beeswax on December 17, 2020.

Their portfolio exits include a mix of acquisitions and an IPO. For example, they acquired DFine in 2016 for an undisclosed valuation, and also acquired Structural & Steel Products in 2020 for an undisclosed valuation.

One notable exit is the acquisition of Beeswax by Freewheel on December 17, 2020. The valuation of this exit is not disclosed.

Here are the details of Highland Capital Management's portfolio exits:

Note that the valuations of some of these exits are not disclosed, and the sources of the information vary.

Highland Capital Management is a global alternative asset manager with a significant presence in the financial industry. They have over $40 billion in assets under management.

The firm has a long history of success, dating back to 1993 when it was founded by James Dondero and Mark Okada. Highland Capital Management is headquartered in Dallas, Texas, with offices in New York City, São Paulo, and Seoul.

Highland Capital Management has a history of making its financial information publicly available through SEC 13F filings. These filings go back to 2011, providing a valuable resource for investors and researchers.

You can view the filings for Highland Capital Management, including their 2024 Q4 filing, which was submitted on January 23, 2025. This filing is just one example of the many documents that have been made available.

The frequency of these filings varies, but they are typically submitted on a quarterly basis. For instance, the 2024 Q2 filing was submitted on July 25, 2024, while the 2024 Q1 filing was submitted on May 7, 2024.

Here's a list of some of the notable filings made by Highland Capital Management:

If you're looking for a specific SIC code, it's essential to have the correct information. The SIC code for Highland Capital Management, L.P. is 67, 628, and 62.

Understanding the SIC code can help you identify the industry and classification of a company. This information can be useful for research, analysis, or even business decisions.

Having accurate financial information is crucial for making informed decisions, and the SIC code is an important part of that.

Highland Capital Management was founded in 1993 by James Dondero and Mark Okada.

The company started with a focus on distressed and special situation investing.

Their early success led to the growth of the firm, which expanded its investment offerings to include long/short equity and credit hedge funds.

Highland Capital Management's headquarters is located in Dallas, Texas.

The company has a strong presence in the financial industry, with a team of experienced professionals managing over $25 billion in assets.

Highland Capital Management is known for its commitment to philanthropy, particularly in the areas of education and healthcare.

Highland Capital Management has a long history of success, dating back to 1993 when it was founded by James Dondero and Mark Okada.

The company has experienced significant growth over the years, with assets under management reaching $20 billion by 2013.

Highland Capital Management's investment strategies are designed to be flexible and adaptable, allowing the firm to navigate changing market conditions.

In 2015, Highland Capital Management launched a new credit-focused hedge fund, which quickly gained popularity among investors.

The firm's commitment to innovation and risk management has earned it a reputation as a leader in the alternative investment space.