Ethan Powell

Provides investment management services

Highland is a global alternative fixed income manager that specializes in bank loans, high yield credit, distressed debt, structured products, real assets, and long-short equities, with a global geographic reach. The firm’s investment philosophy is rooted in a value-oriented, long-term approach, which combines bottom-up research with top-down technical market analysis. Their analysts follow a rigorous and time-tested bottom-up credit analysis for each credit they manage. Highland is an activist firm and is included in the SharkWatch50 as one of the 50 most prominent and impactful activist investors.

Operates as a real estate investment trust

Open-End Investment Fund/Unit Trust

Brookmont invests in small to large companies that offer attractive valuations and above-average dividend yields. Their bottom-up fundamental analysis and security selection process is supported by analyzing overarching economic trends and themes. Brookmont’s direct clients have the option to invest in the (a) Dividend Growth Strategy, (b) Core Dividend Strategy, (c) Quality Growth Strategy, and (d) Global Equity Strategy. The first three strategies normally include 30-50 individual holdings that covers the major sectors of the US economy. International stocks may be included in these holdings. The Global Equity Strategy normally include 25-40 individual holdings that comprise of the major sectors of the economies of all major regions outside of the US – while such companies will typically be headquartered outside of the US, they may nevertheless sell products in the US. The firm attempts to minimize portfolio turnover by purchasing stocks that it believes are attractive on a long-term basis.

Closed-End Investment Fund/Investment Trust

NexPoint’s funds draw on the firm’s investment capabilities, covering a range of asset classes and strategies. Investment capabilities include high-yield credit, public equities, real estate, private equity and special situations, structured credit, and sector- and region-specific verticals built around specialized teams.

Operates as a closed-end management investment company

Operates as a closed end management investment company