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Highland Long/short Equity Fund Class Z (HEOZX)

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Highland Long/Short Equity Z historical data, for real-time data please try another search
10.86 0.00    0.00%
29/06 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 36.24M
Highland Long/Short Equity Z 10.86 0.00 0.00%

HEOZX Overview

 
On this page you'll find an in-depth profile of Highland Long/short Equity Fund Class Z. Learn about the key management, total assets, investment strategy and contact information of HEOZX among other information.
Category

Long-Short Equity

Total Assets

36.24M

Expenses

2.67%

Inception Date

39056

Contact Information

Address 200 Crescent Court, Suite 700
Dallas,TX 75201
United States
Phone +1 8776651287

Top Executives

Name Title Since Until
James D. Dondero President 2018 Now
Biography Mr. Dondero is also the co-founder and President of Highland, founder and President of NexPoint Advisors, L.P., Chairman of the board of directors, Chief Executive Officer and member of the investment committee of NXRT, President of NexPoint Capital, Inc., President of NMCT, director for American Banknote Corporation, director for Metro-Goldwyn-Mayer, director for Jernigan Capital, Inc., Chairman of the board of directors for Cornerstone Healthcare, Chairman of the board of directors for CCS Medical, and Chairman of NexBank, an affiliated bank that is majority owned by Mr. Dondero. Mr. Dondero has over 30 years of experience investing in credit and equity markets and has helped pioneer credit asset classes. Prior to founding Highland Capital Management in 1993, Mr. Dondero served as Chief Investment Officer of Protective Life’s GIC subsidiary and helped grow the business between 1989 and 1993. His portfolio management experience includes mortgage-backed securities, investment grade corporates, leveraged bank loans, high-yield bonds, emerging market debt, real estate, derivatives, preferred stocks and common stocks. From 1985 to 1989, he managed in fixed income funds for American Express. Mr. Dondero received a BS in Commerce (Accounting and Finance) from the University of Virginia, and is a Certified Managerial Accountant and a Chartered Financial Analyst.
Bradford Heiss Managing Director 2018 Now
Biography Mr. Heiss is a Managing Director at HCMFA. Prior to his current position, he served as a Director of equity investments. Before joining Highland in July 2013, Mr. Heiss spent three years as a Senior Analyst and Partner at Varna Capital where he was a Generalist covering multiple sectors for the long/short equity hedge fund. Prior to Varna, Mr. Heiss spent three years as an Analyst at Maverick Capital where he covered the U.S. Financial Services sector for the $10 billion long/short equity hedge fund. Mr. Heiss began his career at Goldman Sachs in New York, first as a Senior Analyst in the Finance Division and later as an Investment Banking Analyst in the Financial Institutions Group. Mr. Heiss holds a B.B.A. in Finance from the University of Miami and has earned the right to use the Chartered Financial Analyst designation.
Michael McLochlin Portfolio Manager 2018 2019
Biography Mr. McLochlin is a Managing Director of HCMFA’s dedicated equity funds. Prior to joining HCMFA in July 2009, Mr. McLochlin spent five years as the Sector Manager responsible for Technology and Telecom at Ranger Investments. Prior to Ranger, Mr. McLochlin spent three years as a Senior Analyst for private equity firms Dubilier & Company and Saunders, Karp & Megrue, where he focused on analyzing, structuring and executing leveraged buyouts of middle market companies. Mr. McLochlin began his career as an investment banking analyst with Morgan Stanley. Mr. McLochlin received an M.B.A. from the University of Texas at Austin and a B.A. from Princeton University.
Jonathan Lamensdorf Portfolio Manager 2008 2018
Biography Lamensdorf is a portfolio manager. Prior to joining Highland in 2008, he most recently spent four years as a Senior Equity Research Analyst at Walker Smith Capital. Before that, Lamensdorf worked for four years as a Senior Equity Analyst. He also worked in equity trading at Merrill Lynch and in equity research at Lehman Brothers. He holds an MBA in Finance from the University of Chicago and a BBA in Finance from the University of Texas. Mr. Lamensdorf has earned the right to use the Chartered Financial Analyst designation.
Michael McLochlin Portfolio Manager 2015 2018
Biography Mr. McLochlin is a Managing Director of HCMFA’s dedicated equity funds. Prior to joining HCMFA in July 2009, Mr. McLochlin spent five years as the Sector Manager responsible for Technology and Telecom at Ranger Investments. Prior to Ranger, Mr. McLochlin spent three years as a Senior Analyst for private equity firms Dubilier & Company and Saunders, Karp & Megrue, where he focused on analyzing, structuring and executing leveraged buyouts of middle market companies. Mr. McLochlin began his career as an investment banking analyst with Morgan Stanley. Mr. McLochlin received an M.B.A. from the University of Texas at Austin and a B.A. from Princeton University.
James D. Dondero President 2006 2011
Biography Mr. Dondero is also the co-founder and President of Highland, founder and President of NexPoint Advisors, L.P., Chairman of the board of directors, Chief Executive Officer and member of the investment committee of NXRT, President of NexPoint Capital, Inc., President of NMCT, director for American Banknote Corporation, director for Metro-Goldwyn-Mayer, director for Jernigan Capital, Inc., Chairman of the board of directors for Cornerstone Healthcare, Chairman of the board of directors for CCS Medical, and Chairman of NexBank, an affiliated bank that is majority owned by Mr. Dondero. Mr. Dondero has over 30 years of experience investing in credit and equity markets and has helped pioneer credit asset classes. Prior to founding Highland Capital Management in 1993, Mr. Dondero served as Chief Investment Officer of Protective Life’s GIC subsidiary and helped grow the business between 1989 and 1993. His portfolio management experience includes mortgage-backed securities, investment grade corporates, leveraged bank loans, high-yield bonds, emerging market debt, real estate, derivatives, preferred stocks and common stocks. From 1985 to 1989, he managed in fixed income funds for American Express. Mr. Dondero received a BS in Commerce (Accounting and Finance) from the University of Virginia, and is a Certified Managerial Accountant and a Chartered Financial Analyst.
Mauricio Chavarriaga Principal Equity Trader 2006 2008
Biography Chavarriaga is Highlands principal equity trader. Prior to his current position, he was a director within Highlands Business Development Group, primarily evaluating and executing transactions related to Highlands merger & acquisitions activities. Prior to joining Highland in 2003, Chavarriaga worked for Merrill Lynch & Co. within that firms Global Leveraged Finance Group, originating, structuring and executing high yield bond and leveraged loan transactions.
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