Category Archives: Capital Management

Taking A Closer Look At The Energy MLP Fund From Highland Capital Management

 

Master limited partnerships (MLPs) are increasing in popularity among energy investors these days, and Highland Capital Management’s Energy MLP Fund is leading the way. The Energy MLP Fund is unique among Highland’s publicly traded mutual funds in that the portfolio is managed in part by James Dondero, one of Highland’s co-founders.

In addition, the Fund is also directed by:

  • Jon Poglitsch – As an experienced consultant and a Chartered Financial Analyst (CFA), Jon is currently the Head of Credit Research for all of Highland Capital. He regularly aids his colleagues James Dondero and Matthew Gray in running the Energy MLP Fund portfolio, and Poglitsch is known around the company for his expertise in utility and power markets.
  • More specifically, Jon Poglitsch is focused on that provide renewable energy technology to the world, and he routinely analyzes both midstream and downstream investment opportunities in oil and gas. With an academic background in chemical engineering, Jon brings a unique blend of financial and scientific expertise to the Energy MLP Fund.
  • Matthew Gray – Matthew has been a part of Highland Capital Management’s investments in the energy sector for over ten years, and he is one of the founding members of the Energy MLP Fund. Before helping Dondero and Poglitsch to start this particular fund, Matthew held the title of Senior Portfolio Analyst at Highland.

Matthew was initially hired by Highland after developing expertise as an Associate for rival firm GW Equity. Matthew brings his expertise in corporate valuation to the energy industry, and he has been involved in the appraisal of several complex stock transactions throughout his time in the Energy MLP Fund. Visit This Page to learn more.

According to its official mandate from Highland, the Fund’s dominant strategy is to allocate capital to American energy corporations operating in the middle of the energy industry’s complex value chain. Read This Article for additional information.

 

Additional reference: https://www.linkedin.com/company/highland-capital-management-l-p-