Highland Research

Highland's Research Philosophy

Highland’s research philosophy is predicated on a single question: Will this help our clients succeed? With that in mind, we work patiently and diligently to source, screen and evaluate investment managers and their strategies.

Our research professionals bring expertise and knowledge gained over decades of experience across a variety of client organizations and asset classes. Our approach ensures we’re aware of and assessing new approaches while staying true to our core tenets.


Independent and Impartial

Highland is 100% independent and employee-owned with no competing affiliations or lines of business. Rest easy knowing the advice you’re receiving is impartial with this goal in mind: achieving your objectives.

A Global View

Our investment process and manager network allow clients access to best-in-class solutions, wherever they may be. Our analysts scour the globe, online and in person, to identify opportunities that promote your success.

Systems and Capabilities

At Highland, we recognize that the best solutions require customization, and systems that support them should be no different. Highland uses industry-leading software and tools, but we don’t stop there. We’ve also developed a suite of in-house, proprietary asset allocation, modeling and risk tools, ensuring our systems and capabilities evolve with our clients’ goals.

Highland’s Judgment

Highland takes a holistic view of risk when examining investment strategies and portfolios. While statistical and computational rigor can be helpful in asset allocation decisions, models don’t fully capture market behavior. That’s why for every investment manager you may work with, we qualitatively evaluate more nuanced scenarios that go beyond quantitative modeling.

As stewards for our clients and their assets, our loyalty is to you first and foremost. While we have access to investment managers across the industry and have developed long-term and constructive working relationships with them, we’re not beholden to any products or strategies. Instead, we’re free to find the best solution for you.