Highland Opportunities Competition

Funds . USA . 
Fund . Highland Opportunities And
HFRO Fund  USD 5.28  0.02  0.38%   
Highland Opportunities competes with Neuberger Berman, SRH Total, Nuveen Municipal, Doubleline Income, and Blackrock Innovation; as well as few others. The fund is not classified under any group at this time. Analyzing Highland Opportunities competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Highland Opportunities to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Highland Opportunities Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Highland Opportunities competition on your existing holdings.
  
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Hype
Prediction
LowEstimatedHigh
3.965.286.60
Details
Intrinsic
Valuation
LowRealHigh
4.015.336.65
Details
Naive
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LowNextHigh
3.965.296.61
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Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.055.485.91
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Highland Opportunities Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Highland Opportunities and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Highland and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Highland Opportunities does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
DSL
+ 0.95
NMCO
PDO
+ 0.94
NMCO
DBL
+ 0.92
NMCO
PDO
+ 0.92
DSL
DBL
+ 0.9
DSL
DBL
+ 0.9
PDO
  
High negative correlations   
DBL
- 0.17
AIO
PDO
- 0.17
AIO
AIO
- 0.11
DSL
PDO
- 0.07
BIGZ
BIGZ
- 0.06
DSL
DBL
- 0.04
BIGZ

Risk-Adjusted Indicators

There is a big difference between Highland Fund performing well and Highland Opportunities Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Highland Opportunities' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
NBXG  1.05  0.02  0.00 (0.04) 0.00 
 0.00 
 2.06 
(2.49)
 7.23 
STEW  0.62  0.07  0.12  0.05  0.78 
(0.66)
 1.53 
(1.20)
 3.57 
NMCO  0.46  0.03  0.12  0.08  0.58 
(0.49)
 0.92 
(0.99)
 2.69 
DSL  0.35  0.02  0.16  0.08  0.41 
(0.40)
 0.82 
(0.65)
 2.21 
NRGX  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BIGZ  1.24 (0.17) 0.00 (0.46) 0.00 
 0.00 
 2.58 
(3.03)
 9.54 
BMEZ  0.93  0.09  0.09  0.04  1.00 
(1.10)
 1.70 
(1.48)
 8.30 
AIO  1.26 (0.08) 0.00 (0.15) 0.00 
 0.00 
 2.46 
(2.71)
 10.06 
PDO  0.41  0.08  0.19  0.28  0.52 
(0.41)
 0.83 
(1.08)
 3.44 
DBL  0.29  0.03  0.22  0.16  0.30 
(0.33)
 0.64 
(0.58)
 1.75 
All Fundamental Data

Highland Opportunities Competitive Analysis

The better you understand Highland Opportunities competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Highland Opportunities' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Highland Opportunities' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
HFRO NBXG STEW NMCO DSL BIGZ BMEZ AIO PDO DBL
 0.38 
 5.28 
Highland
 0.48 
 12.54 
Neuberger
 0.60 
 16.63 
SRH
 0.46 
 10.87 
Nuveen
 0.48 
 12.59 
Doubleline
 0.30 
 6.63 
Blackrock
 0.13 
 15.10 
BlackRock
 0.33 
 21.60 
Virtus
 0.29 
 13.80 
Pimco
 0.06 
 15.60 
Doubleline
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Very steady
Very steady
Very steady
Somewhat reliable
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Insignificant
Very Weak
OK
Good
Good
Very Weak
Modest
Very Weak
Solid
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Very Low
Low
Low
Low
Dangerous
Low
Low
Very Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Strong Sell
Strong Sell
Not Available
Not Available
Not Available
Strong Sell
Not Available
Hold
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Hold
Strong Buy
Hold
Hold
Hold
Strong Buy
Strong Hold
Strong Buy
Strong Hold
Current Ratio
N/A
N/A
0.68
1.68
N/A
N/A
N/A
N/A
11.97
N/A
Net Asset
N/A
1.15 B
2.35 B
N/A
7.8 B
2.07 B
3.09 B
N/A
2.63 B
N/A
EBITDA
N/A
N/A
63.91 M
N/A
N/A
N/A
N/A
N/A
30.63 M
N/A
Price To Book
N/A
0.87
0.76
0.83
N/A
0.91
0.92
N/A
1.09
N/A
Current Valuation
N/A
N/A
1.54 B
1.02 B
N/A
N/A
N/A
N/A
2.99 B
N/A
Five Year Return
5.8
N/A
3.59
8.21
9.02
N/A
N/A
17.78
N/A
4.43
Retained Earnings
N/A
(97.06 M)
1.6 B
N/A
N/A
(2 B)
1.52 B
N/A
(759.55 M)
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
8.02 M
N/A
One Year Return
-0.18
N/A
N/A
5.64
9.33
N/A
N/A
4.99
N/A
10.76
Beta
N/A
N/A
0.92
0.6
0.56
N/A
N/A
N/A
1.18
0.15
Number Of Employees
N/A
N/A
N/A
N/A
8
13
N/A
N/A
N/A
10
Shares Outstanding
71.42 M
78.76 M
96.44 M
53.32 M
102 M
213.34 M
101.25 M
34.34 M
127.21 M
15.4 M
Three Year Return
-1.07
N/A
N/A
-1.05
4.23
N/A
N/A
5.16
N/A
4.5
Cash Flow From Operations
N/A
N/A
62.5 M
31.29 M
N/A
N/A
N/A
N/A
(402.32 K)
N/A
Annual Yield
0.005
0.12
0.0397
0.0042
0.0057
0.0806
0.081
0.0054
0.14
0.0012
Total Debt
N/A
6.67 M
232.46 M
474.86 M
N/A
40.69 M
N/A
N/A
1.02 B
N/A
Number Of Shares Shorted
18.93 K
33.08 K
14.27 K
26.22 K
308.62 K
174.04 K
479.22 K
6.93 K
1.53 M
23.01 K
Current Liabilities
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
670 K
N/A
Total Asset
N/A
1.15 B
2.35 B
N/A
490.78 M
2.07 B
3.09 B
N/A
2.63 B
N/A
Last Dividend Paid
0.92
N/A
0.55
0.69
1.32
N/A
N/A
1.8
N/A
1.32
Short Ratio
0.08
0.15
0.22
0.12
0.62
0.18
0.89
0.05
3.48
0.3
Shares Owned By Institutions
69.57
33.93
16.92
14.41
24.07
27.43
26.48
13.63
19.7
36.63
Market Capitalization
578.91 M
987.67 M
1.6 B
587.55 M
1.4 B
1.72 B
1.53 B
693.98 M
1.76 B
254.24 M
Price To Earning
4.67
N/A
26.38
3.26
N/A
N/A
N/A
2.4
6.65
N/A
Price To Sales
N/A
3.28
45.06
9.88
N/A
7.72
62.01
N/A
16.03
N/A
Net Income
N/A
N/A
547.43 M
(54.81 M)
N/A
N/A
N/A
N/A
30.63 M
N/A
Earnings Per Share
2.45
3.77
5.66
3.38
N/A
0.89
0.21
7.67
2.11
N/A
Shares Owned By Insiders
N/A
0.07
47.1
N/A
N/A
0.01
0.01
0.03
0.01
N/A
Year To Date Return
3.81
N/A
N/A
1.18
2.18
N/A
N/A
4.34
N/A
2.23
Revenue
N/A
N/A
550.34 M
59.47 M
N/A
N/A
N/A
N/A
30.67 M
N/A
Working Capital
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
7.35 M
N/A
Cash And Equivalents
N/A
N/A
545.57 K
4.77 M
N/A
N/A
N/A
N/A
6.5 M
N/A
Cash Per Share
N/A
N/A
0.01
0.09
N/A
N/A
N/A
N/A
1.36
N/A
Day Typical Price
5.29
12.47
16.6
10.89
12.58
6.65
15.11
21.53
13.79
15.58
Accumulation Distribution
0.0243
0.0175
0.009
0.0082
0.0079
0.0252
0.0092
0.0221
0.0051
0.0032
Market Facilitation Index
0.13
0.22
0.15
0.09
0.1
0.17
0.14
0.48
0.07
0.05
Daily Balance Of Power
0.1538
0.2727
(0.67)
0.5556
0.6
0.1176
(0.14)
0.1458
0.5714
(0.20)
Period Momentum Indicator
0.02
0.06
(0.10)
0.05
0.06
0.02
(0.02)
0.07
0.04
(0.01)
Rate Of Daily Change
1.0
1.0
0.99
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
5.3
12.44
16.59
10.9
12.57
6.67
15.12
21.5
13.79
15.58
Price Action Indicator
(0.01)
0.13
(0.01)
N/A
0.05
(0.03)
(0.03)
0.14
0.035
0.02
Relative Strength Index
37.84
42.35
53.86
46.58
48.91
33.08
46.58
33.87
52.2
55.63
Coefficient Of Variation
(2,111)
(5,520)
2001.7
2443.25
2140.53
(923.34)
3175.21
(1,269)
777.49
1212.67
Mean Deviation
0.988
1.05
0.6221
0.4646
0.3456
1.24
0.9296
1.26
0.4095
0.2864
Jensen Alpha
(0.05)
0.0231
0.0705
0.0257
0.0216
(0.17)
0.0872
(0.08)
0.0817
0.0284
Total Risk Alpha
0.0285
0.0701
0.0938
0.0591
0.0469
(0.07)
0.1282
(0.02)
0.1109
0.0478
Sortino Ratio
N/A
N/A
0.1165
0.1242
0.1592
N/A
0.0917
N/A
0.1885
0.2218
Downside Variance
N/A
N/A
0.7153
0.4308
0.2464
N/A
1.14
N/A
0.5005
0.1553
Standard Deviation
1.35
1.39
0.8243
0.5911
0.4636
1.7
1.29
1.78
0.5909
0.3648
Kurtosis
2.26
1.49
0.7745
(0.03)
1.17
1.23
4.81
3.09
1.82
(0.02)
Potential Upside
1.89
2.06
1.53
0.9166
0.823
2.58
1.7
2.46
0.8271
0.6443
Treynor Ratio
(0.21)
(0.04)
0.0534
0.0827
0.0792
(0.46)
0.0363
(0.15)
0.2829
0.1626
Maximum Drawdown
8.13
7.23
3.57
2.69
2.21
9.54
8.3
10.06
3.44
1.75
Variance
1.81
1.92
0.6794
0.3494
0.2149
2.9
1.66
3.15
0.3492
0.1331
Market Risk Adjusted Performance
(0.20)
(0.03)
0.0634
0.0927
0.0892
(0.45)
0.0463
(0.14)
0.2929
0.1726
Risk Adjusted Performance
(0.04)
(0.01)
0.0435
0.0313
0.0323
(0.09)
0.031
(0.06)
0.109
0.0588
Skewness
(0.89)
(0.87)
(0.18)
(0.31)
(0.20)
(0.18)
1.38
(1.13)
(0.24)
(0.21)
Semi Deviation
N/A
N/A
0.7783
0.5818
0.4097
N/A
1.0
N/A
0.5222
0.3023
Information Ratio
(0)
0.0233
0.1195
0.138
0.1704
(0.07)
0.0761
(0.05)
0.2257
0.2397
Value At Risk
(2.41)
(2.49)
(1.20)
(0.99)
(0.65)
(3.03)
(1.48)
(2.71)
(1.08)
(0.58)
Expected Short fall
N/A
N/A
(0.66)
(0.49)
(0.40)
N/A
(1.10)
N/A
(0.41)
(0.33)
Downside Deviation
N/A
N/A
0.8458
0.6563
0.4964
N/A
1.07
N/A
0.7075
0.3941
Semi Variance
N/A
N/A
0.6058
0.3385
0.1678
N/A
1.0
N/A
0.2727
0.0914

Highland Opportunities Competition Performance Charts

JavaScript chart by amCharts 3.21.152025FebMarFeb 12Feb 17Feb 22Feb 27MarMar 09Mar 14Mar 19-20%-15%-10%-5%0% Show all
JavaScript chart by amCharts 3.21.15Highland Opportunities Neuberger Berman Next SRH Total Return Nuveen Municipal Credit Doubleline Income Blackrock Innovation BlackRock Health Sciences Virtus Allianzgi Art Pimco Dynamic Income Dow Jones Industrial

Five steps to successful analysis of Highland Opportunities Competition

Highland Opportunities' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Highland Opportunities in relation to its competition. Highland Opportunities' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Highland Opportunities in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Highland Opportunities' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Highland Opportunities, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Highland Opportunities position

In addition to having Highland Opportunities in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Utilities - Regulated Electric Thematic Idea Now

Utilities - Regulated Electric
Utilities - Regulated Electric Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities - Regulated Electric theme has 6 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities - Regulated Electric Theme or any other thematic opportunities.
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Other Information on Investing in Highland Fund

Highland Opportunities financial ratios help investors to determine whether Highland Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Highland with respect to the benefits of owning Highland Opportunities security.
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