Highland Global Allocation Fund


About: Highland Global Allocation Fund is a diversified, closed-end management investment company. The investment objective of the Fund is to seek long-term growth of capital and future income. The Fund seeks to achieve its investment objectives by investing in a portfolio of U.S. and foreign equity, debt, and money market securities. It may also invest in senior loans to domestic or foreign corporations, partnerships, and other entities that operate in a variety of industries and geographic regions.

Funds holding %
of 6,665 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

8% more capital invested

Capital invested by funds: $41.1M [Q4 2023] → $44.3M (+$3.25M) [Q1 2024]

2.48% more ownership

Funds ownership: 23.16% [Q4 2023] → 25.64% (+2.48%) [Q1 2024]

5% less funds holding

Funds holding: 39 [Q4 2023] → 37 (-2) [Q1 2024]

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Research analyst outlook

We haven’t received any recent analyst ratings for HGLB.

Financial journalist opinion