Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HGLB
Strong SellSinkerHighland Global Allocation Fund · Financial Services · United States · $178M · Avg Vol: $542K/d
COMPANY DESCRIPTION
Highland Global Allocation Fund is a closed-end management investment company designed to provide investors with a diversified portfolio spanning various asset classes and geographies, aiming for total return. Its competitive moat is derived from its flexible allocation strategy and the portfolio management team's ability to adapt to changing market conditions. This fund offers a broad, actively managed approach for investors seeking global exposure and risk management.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 16.4M | 17.9M | 33.5M | 68.8M | 61.3% | 68.8M |
| EPS | 3.20 | 0.67 | 0.72 | 1.38 | 2.85 | -2.9% | 0.40 |
| Shares | — | 22.3M | 22.6M | 23.0M | 23.4M | +4.6% | 23.6M |
| Debt | — | — | 3.6M | — | — | — | — |
| Equity | — | 256.7M | 254.0M | 267.0M | 313.8M | 6.9% | — |
| Op CF | — | -15.9M | 14.6M | 21.9M | 39.5M | 64.6% | 39.5M |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | -18.1M | -16.1M | -23.3M | -21.5M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of HGLB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HGLB | Highland Global Allocation Fund(you) | $178M | 18 | Strong Sell |
| ETX | Eaton Vance Municipal Income 2028 Term Trust | $198M | 18 | Strong Sell |
| CYPH | Cypherpunk Technologies Inc. | $184M | 22 | Sell |
| NAZ | Nuveen Arizona Quality Municipal Income Fund | $158M | 22 | Sell |
| NPV | Nuveen Virginia Quality Municipal Income Fund | $205M | 22 | Sell |
| GRX | The Gabelli Healthcare & Wellness Trust | $144M | 21 | Sell |
| BGX | Blackstone Long-Short Credit Income Fund | $137M | 21 | Sell |
| BMN | Blackrock 2037 Municipal Target Term Trust | $160M | 12 | Strong Sell |
| JZCP.L | JZ Capital Partners Limited | $141M | 23 | Sell |
| EOT | Eaton Vance National Municipal Opportunities Trust | $267M | 20 | Strong Sell |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%