Highland Competitors

Preferred Stocks USA . 
Preferred Stock . Highland Funds I
HFRO-PA Preferred Stock  USD 16.81  0.53  3.06%   
Highland Funds I competes with Gabelli Multimedia, Morningstar Unconstrained, Thrivent High, High Yield, and Via Renewables; as well as few others. Analyzing Highland Funds 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 Funds to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Highland Funds 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 Funds competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
15.8916.8117.73
Details
Intrinsic
Valuation
LowRealHigh
15.3916.3117.23
Details

Highland Funds Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Highland Funds and its competitors represents the degree of relationship between the price movements of corresponding preferred stocks. 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 Funds I does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
OSHDF
+ 0.88
VIASP
RRTLX
+ 0.75
LBHIX
70082LAB3
+ 0.74
VIASP
RRTLX
+ 0.71
MSTSX
SCAXF
+ 0.68
GGT-PE
70082LAB3
+ 0.68
OSHDF
  
High negative correlations   
OSHDF
- 1.0
SCAXF
VIASP
- 0.88
SCAXF
70082LAB3
- 0.8
GGT-PE
VIASP
- 0.74
GGT-PE
70082LAB3
- 0.68
SCAXF
OSHDF
- 0.68
GGT-PE

Risk-Adjusted Indicators

There is a big difference between Highland Preferred Stock performing well and Highland Funds Company 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 Funds' 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
GGT-PE  0.43 (0.01) 0.00 (0.30) 0.00 
 0.00 
 1.02 
(1.00)
 4.50 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.45  0.01 (0.02) 0.14  0.46 
(0.59)
 1.21 
(0.84)
 2.80 
LBHIX  0.09 (0.01)(0.11)(0.19) 0.12 
(0.26)
 0.24 
(0.24)
 0.71 
ABHYX  0.18 (0.02) 0.00 (0.20) 0.00 
 0.00 
 0.34 
(0.44)
 1.91 
SCAXF  0.70 (0.37) 0.00 (1.28) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
VIASP  0.74  0.12  0.07 (0.74) 1.08 
(0.81)
 2.00 
(1.20)
 6.28 
RRTLX  0.21  0.00 (0.07)(0.04) 0.24 
(0.24)
 0.48 
(0.47)
 1.36 
OSHDF  39.65  20.43  0.00 (1.24) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  0.63  0.11  0.10  19.82  0.81 
(0.79)
 1.75 
(0.74)
 6.86 
All Fundamental Data

Highland Funds Competitive Analysis

The better you understand Highland Funds competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Highland Funds' 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 Funds' 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-PA GGT-PE AQUI MSTSX LBHIX ABHYX SCAXF VIASP RRTLX OSHDF
 3.06 
 16.81 
Highland
 1.76 
 22.85 
Gabelli
 0.00 
 0.01 
Aquagold
 2.57 
 11.39 
Morningstar
 0.47 
 4.21 
Thrivent
 0.34 
 8.90 
High
 0.00 
 0.01 
Sparta
 1.96 
 23.40 
Via
 1.43 
 12.43 
RRTLX
 260.00 
 0.04 
Oshidori
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Very steady
Out of control
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
OK
Very Weak
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
About Average
Low
Average
Low
Low
Low
Low
Average
Low
Above Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Sell
Strong Sell
Cautious Hold
Cautious Hold
Cautious Hold
Strong Sell
Sell
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.62
3.49
N/A
N/A
Net Asset
N/A
327.53 M
3.19 K
116.1 M
674.44 M
672.37 M
3.06 M
355.28 M
1.46 B
6.31 B
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
-0.1
0.0094
N/A
N/A
EBITDA
N/A
N/A
(727.69 K)
N/A
N/A
N/A
(21.53 K)
33.09 M
N/A
(3.49 B)
Current Valuation
N/A
N/A
912.76 K
N/A
N/A
N/A
5.73 M
535.95 M
N/A
103.84 M
Price To Book
N/A
N/A
N/A
N/A
1.58
N/A
34.42
N/A
2.13
0.005
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
-0.15
-0.14
N/A
1.04
Retained Earnings
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
N/A
N/A
N/A
8.28
3.16
1.62
N/A
8.97
0.0406
N/A
One Year Return
N/A
N/A
N/A
16.51
8.48
8.43
N/A
N/A
0.067
N/A
Beta
N/A
N/A
7.05
N/A
N/A
N/A
1.75
1.16
N/A
0.67
Number Of Employees
3
N/A
7
1
1
1
8
169
1
31
Cash Position Weight
N/A
N/A
N/A
14.28
6.56
0.1
N/A
N/A
7.22
N/A
Equity Positions Weight
N/A
N/A
N/A
61.63
0.07
N/A
N/A
N/A
38.52
N/A
Shares Outstanding
N/A
N/A
965.83 K
N/A
N/A
N/A
233.95 M
N/A
N/A
6.11 B
Three Year Return
N/A
N/A
N/A
7.26
2.78
-0.74
N/A
N/A
0.0491
N/A
Cash Flow From Operations
N/A
N/A
(218.19 K)
N/A
N/A
N/A
210.37 K
12.7 M
N/A
499.26 M
Annual Yield
0.0426
0.0397
N/A
0.0204
0.0612
0.0041
N/A
0.0972
0.0206
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
125 K
135 M
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
Bond Positions Weight
N/A
N/A
N/A
22.72
92.23
2.0
N/A
N/A
14.43
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
37.6
1.0
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
-5.5
N/A
N/A
N/A
-0.21
-0.11
N/A
-0.46
Book Value Per Share
N/A
N/A
-1.18
N/A
N/A
N/A
-0.002
3.66
N/A
0.89
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
N/A
327.53 M
3.19 K
215.11 M
347.66 M
243.16 M
3.06 M
355.28 M
1.03 B
6.31 B
Last Dividend Paid
N/A
0.32
N/A
N/A
0.02
0.03
N/A
0.73
0.14
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
101.0
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
Market Capitalization
N/A
584.46 M
96.58 K
50.36 M
N/A
N/A
7.72 M
N/A
N/A
233.49 M
Price To Earning
N/A
N/A
-0.22
N/A
35.48
N/A
19.55
26.83
18.25
N/A
Price To Sales
N/A
N/A
N/A
N/A
1.23
N/A
0.63
N/A
1.57
N/A
Net Income
N/A
N/A
(627.79 K)
N/A
N/A
N/A
(609.44 K)
5.2 M
N/A
(3.15 B)
Earnings Per Share
N/A
N/A
-0.63
N/A
N/A
N/A
-0.003
1.17
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
9.51
N/A
N/A
30.28
Year To Date Return
N/A
N/A
N/A
13.79
7.46
6.22
N/A
N/A
-0.0211
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
5.19 M
393.49 M
N/A
(3.1 B)
Working Capital
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
6.0
4.84
N/A
N/A
5.76
N/A
Cash And Equivalents
N/A
N/A
1.15 K
N/A
N/A
N/A
909.32 K
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
(143.88 K)
N/A
N/A
N/A
3.68 M
74.67 M
N/A
(4.09 B)
Day Typical Price
16.98
22.98
0.006
11.39
4.21
8.9
0.015
23.35
12.43
0.036
Accumulation Distribution
0.0458
25.9
N/A
N/A
N/A
N/A
N/A
160.24
N/A
N/A
Market Facilitation Index
0.8
3.0E-4
N/A
N/A
N/A
N/A
N/A
0.0
N/A
N/A
Daily Balance Of Power
(0.66)
(0.93)
0.0
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
0.0
1.285714
(9,223,372,036,855)
9.2 T
Period Momentum Indicator
(0.53)
(0.41)
N/A
(0.30)
(0.02)
(0.03)
N/A
0.45
(0.18)
0.026
Rate Of Daily Change
0.97
0.98
1.0
0.97
1.0
1.0
1.0
1.02
0.99
3.6
Day Median Price
17.07
23.04
0.006
11.39
4.21
8.9
0.015
23.33
12.43
0.036
Price Action Indicator
(0.53)
(0.39)
N/A
(0.15)
(0.01)
(0.01)
N/A
0.3
(0.09)
0.013
Coefficient Of Variation
(343.02)
(17,636)
N/A
3151.97
126904.99
(3,740)
(812.40)
930.39
3644.5
812.4
Mean Deviation
0.6752
0.4317
N/A
0.4472
0.0929
0.184
0.7004
0.7394
0.2149
39.65
Jensen Alpha
(0.28)
(0.01)
N/A
0.0075
(0.01)
(0.02)
(0.37)
0.1153
(0)
20.43
Total Risk Alpha
(0.30)
(0.03)
N/A
(0.01)
(0.01)
(0.03)
(0.44)
0.085
(0.01)
16.19
Sortino Ratio
N/A
N/A
N/A
(0.02)
(0.11)
N/A
N/A
0.0711
(0.07)
N/A
Downside Variance
N/A
N/A
N/A
0.3026
0.0754
N/A
N/A
1.72
0.0877
N/A
Standard Deviation
0.906
0.7085
N/A
0.5876
0.16
0.2998
2.89
1.14
0.2772
163.54
Kurtosis
1.25
5.6
N/A
0.2275
1.13
6.47
66.0
5.98
0.2025
66.0
Potential Upside
0.8804
1.02
N/A
1.21
0.2364
0.3378
N/A
2.0
0.4792
N/A
Treynor Ratio
(2.46)
(0.30)
N/A
0.1419
(0.19)
(0.20)
(1.28)
(0.74)
(0.04)
(1.24)
Maximum Drawdown
4.44
4.5
N/A
2.8
0.7081
1.91
23.47
6.28
1.36
1328.57
Variance
0.8209
0.5019
N/A
0.3453
0.0256
0.0899
8.35
1.3
0.0768
26743.97
Market Risk Adjusted Performance
(2.45)
(0.29)
N/A
0.1519
(0.18)
(0.19)
(1.27)
(0.73)
(0.03)
(1.23)
Risk Adjusted Performance
(0.23)
(0.01)
N/A
0.0217
(0.04)
(0.04)
(0.09)
0.0885
0.0031
0.1078
Skewness
(0.47)
(0.92)
N/A
0.4866
0.0051
(1.41)
(8.12)
(1.09)
0.2184
8.12
Semi Deviation
N/A
N/A
N/A
0.4622
0.1246
N/A
N/A
1.08
0.2394
N/A
Information Ratio
(0.32)
(0.05)
N/A
(0.02)
(0.18)
(0.12)
(0.13)
0.0819
(0.08)
0.1229
Value At Risk
(2.25)
(1.00)
N/A
(0.84)
(0.24)
(0.44)
N/A
(1.20)
(0.47)
N/A
Expected Short fall
N/A
N/A
N/A
(0.59)
(0.26)
N/A
N/A
(0.81)
(0.24)
N/A
Downside Deviation
N/A
N/A
N/A
0.5501
0.2747
N/A
N/A
1.31
0.2961
N/A
Semi Variance
N/A
N/A
N/A
0.2136
0.0155
N/A
N/A
1.18
0.0573
N/A

Highland Funds Competition Performance Charts

Five steps to successful analysis of Highland Funds Competition

Highland Funds' 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 Funds I in relation to its competition. Highland Funds' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Highland Funds 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 Funds' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Highland Funds I, 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 Funds position

In addition to having Highland Funds 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 Farming Thematic Idea Now

Farming
Farming Theme
Companies producing farming products and providing services for farmers. The Farming theme has 37 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 Farming Theme or any other thematic opportunities.
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Other Information on Investing in Highland Preferred Stock

Highland Funds financial ratios help investors to determine whether Highland Preferred Stock 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 Funds security.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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