Joe Staggs

Provides brokerage 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.

Functions as a College/University

Operates as an investment holding company with interest in providing financing and pharmaceutical development solutions

Provides investment advice

Alistair Capital Management seeks to deliver superior absolute returns while minimizing the risk of permanent loss through a long/short strategy of investments in publicly traded securities. The firm focuses on situations where they believe companies have been overlooked or are misunderstood by other market participants. The Alistair Capital Fund often invests in companies that have at least one of the following: (1) small equity capitalizations (under $2 billion) (2) limited analyst coverage (3) recently spun-off (4) recently emerged from bankruptcy (5) part of a stub situation (6) complex or misleading accounting (7) unnatural owners, such as merger securities and (8) undergoing a change in control, capital structure or strategy.

Annandale takes an evidence-based approach, using variables that are known, measurable, and historically reliable in order to build diversified portfolios for their clients. The firm builds well-diversified portfolios consisting of traditional bonds and stocks that are complemented by select opportunities in private markets. They focus most of its private markets research on: Private Equity, Secondaries, Oil & Gas Minerals, Real Estate and Private Credit. Annandale conducts bottom-up, fundamental research. The firm divides its fundamental research into three areas: quantitative, qualitative, and operational.