HGLB: Flawed Portfolio Structure Limits Appeal

Core Viewpoint - The Highland Global Allocation Fund (HGLB) was previously rated as a hold due to market uncertainties and its significant concentration in a few assets [1] Group 1: Investment Strategy - The company emphasizes a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income [1] - This approach aims to achieve a total return comparable to traditional index funds, specifically the S&P [1]