Whatever your investment or asset management need, the HighGround Advisors investment team offers comprehensive products and services tailored to protect, strengthen and grow the assets of our nonprofit clients and charitably minded individuals. HighGround Advisors has developed a flexible investment model designed specifically for nonprofits by leveraging the expertise of 50+ world-class, institutional investment firms and a dedicated team of 10 internal investment professionals.
And as a part of our due diligence, we are always looking for opportunities to create efficiencies and to reduce cost through investment manager fee negotiations and potential new investment manager strategies. Following our latest fee review, we obtained fee concessions from several of our investment managers, which resulted in fee savings. We are confident that our investment managers' fees are highly competitive and, in some cases, more competitive than the market.
HighGround’s Minerals Management team manages approximately 2 million gross mineral acres (217,000 net mineral acres) with more than 5,000 producing properties located in 27 states and Canada (87% located in Texas and Oklahoma) for over 70 clients.
HighGround’s Real Estate Management team sold 50 properties across the U.S. in the past five years ranging in price from $7,500 to $9 million and totaling over $45 million. We consult and advise donors on the acquisition, sale and management of gifts of agricultural, residential and commercial real estate to nonprofit organizations.
HighGround is an experienced provider of nonprofit investment management, offering a range of different solutions based on each client’s needs and resources. Our comprehensive approach takes into consideration factors that extend well beyond portfolio management. We take the time to gain insight into how your organization functions and what is critical to your success. Our platform can be explained as a fully discretionary, open architecture, manager of managers structure implemented through the use of proprietary investment funds, mutual funds or a combination of the two.
This solution is specific to endowment clients and is offered in two forms — a commingled fund (HighGround Endowment Fund) or a customized separate account. In either case, this represents the most comprehensive array of service offerings provided by HighGround, including account support services and all aspects of investment management. The HighGround Endowment Fund is constructed using our most advanced portfolio design techniques and is designed to meet investment objectives and risk profiles that are common to most endowments. For separate accounts, we utilize our investment funds, mutual funds, commingled pools or a combination of these to create a customized solution just for you.
This service level is most suitable for an organization that wishes to grow their assets but does not have the resources housed internally to achieve growth on their own. HighGround will serve as your total outsourced investment solution.
We work with clients to identity and set their investment objectives and risk tolerances and determine any unique investment preferences they may desire in the portfolio. We then design and implement a portfolio to meet those specific needs. We investment directly into one or more our investment funds, mutual funds, commingled pools or a combination of these to create a customized solution just for you. HighGround provides full investment advisory functions at the client’s desired level of discretion.
This service level is most suitable for assets such as: general operating reserves, working capital, insurance reserves, building funds, single purpose endowment accounts that do not require customized administrative services and other single purpose accounts.
Clients set their investment objectives and risk tolerances. Then they invest directly into one or more of HighGround’s investment funds to meet or fulfill all or a portion of their investment program. HighGround serves to help you achieve your objective.
This service level is most suitable for assets such as: general operating reserves, working capital, building funds or other special purpose accounts that do not require complex multi-asset class portfolio structures to meet investment and risk objectives and do not require customized administrative services.
Our highly disciplined investment program is based on our belief that fundamentally sound investment and risk management practices, when applied consistently, improve the ability to meet your investment objectives. At the heart of our investment philosophy is our belief that capital markets typically reward investors over time. Investors with well diversified portfolios realize these rewards when market risk exposures are properly aligned with investment time horizons and risk tolerances.
The portfolio construction process is built on our belief that asset allocation is the single largest driver of investment risk and performance. We advocate for diversification across the full, global opportunity set of investments in both public and private markets to improve risk-adjusted performance. HighGround utilizes active management extensively with the objective to increase economic value over passive investment options.
Our philosophy centers around five tenets:
HighGround Advisors uses a disciplined, ethical and highly transparent approach that safeguards and balances your short-term financial needs with long-term objectives. Our process involves developing all of the following steps to ensure we deliver for you:
HighGround Endowment Fund
HighGround Domestic Equity Fund
HighGround Equity Index Fund
HighGround Large Cap Equity Fund
HighGround Mid Cap Equity Fund
HighGround Small Cap Equity Fund
HighGround International Equity Fund
HighGround Developed Markets Equity Fund
HighGround Emerging Markets Equity Fund
HighGround Global Equity Fund
HighGround Private Equity Fund
HighGround Bond Fund
HighGround Enhanced Cash Fund
HighGround Global Bond Fund
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HighGround Real Estate Fund
Strategy: HighGround Real Estate Fund provides investment exposure to institutional quality real estate assets, diversified across all commercial property types (e.g. office, retail, multi-family) and geographic regions, including investments outside the U.S. Investments may include “operating” assets, characterized by high occupancy levels, low leverage, high quality credit tenants, and strong cash flow, as well as higher risk, higher return “value added” and “opportunistic” assets (non-core). Investments are primarily made through private limited liability investment vehicles (e.g. limited partnerships) sponsored by external investment managers that specialize in real estate but may also include investments in equity-oriented credit and mortgage related assets, as well as public sector investments (e.g. REITs).
HighGround Energy Fund
HighGround Marketable Alternatives Fund
|ANNUALIZED PERIODS ENDING JUNE 30, 2019||CALENDAR YEAR HISTORY|
|Quarter||1 Year||3 Years||5 Years||10 Years||Since Inception||2018||2017||2016||2015||2014||2013|
|HG Endowment Fund - Apex||2.35%||3.61%||8.17%||4.71%||8.25%||7.28%||Jul-91||-4.14%||16.02%||4.77%||-1.19%||4.59%||17.87%|
|HG Endowment Fund - Peak||2.33%||3.54%||8.14%||4.69%||8.25%||7.28%||-4.19%||16.03%||4.79%||-1.19%||4.59%||17.87%|
|HG Endowment Fund - Summit||2.31%||3.46%||8.03%||4.63%||8.21%||7.27%||-4.29%||15.85%||4.76%||-1.19%||4.59%||17.87%|
|HG Domestic Equity Fund||4.49%||8.12%||13.81%||8.60%||13.25%||8.74%||Apr-95||-6.77%||21.25%||9.12%||-1.79%||10.73%||35.29%|
|HG Equity Index Fund||4.46%||10.69%||14.21%||10.67%||14.46%||9.52%||Apr-95||-4.08%||21.66%||11.77%||1.31%||13.13%||32.07%|
|HG Large Cap Equity Fund (Gross)||4.80%||9.25%||15.10%||9.83%||14.11%||9.75%||Jul-91||-6.41%||24.52%||8.96%||-0.63%||12.31%||36.31%|
|HG Mid Cap Equity Index Fund||3.02%||1.28%||-||-||-||8.71%||Dec-16||-11.17%||16.00%||-||-||-||-|
|HG Small Cap Equity Fund (Gross)||4.96%||1.57%||13.96%||8.01%||14.99%||10.34%||May-97||-12.60%||17.53%||20.05%||-2.82%||5.75%||38.38%|
|HG International Equity Fund||1.18%||-1.52%||8.23%||2.00%||6.47%||5.36%||May-95||-12.52%||27.57%||2.42%||-4.58%||-2.94%||16.80%|
|HG Developed Markets Equity Fund (Gross)||2.34%||0.53%||9.23%||3.13%||7.71%||4.05%||Jan-00||-10.86%||26.91%||0.70%||-0.82%||-2.18%||22.36%|
|HG Emerging Markets Equity Fund||-1.74%||-5.31%||8.03%||0.93%||5.58%||5.28%||Jan-00||-15.18%||32.77%||11.59%||-14.64%||-2.30%||0.02%|
|HG Global Equity Fund||2.82%||3.23%||11.04%||5.34%||10.00%||8.40%||Jan-91||-9.62%||24.16%||6.03%||-3.25%||3.97%||26.04%|
|HG Bond Fund||2.40%||6.45%||2.97%||2.95%||4.85%||6.11%||Apr-95||-0.10%||4.22%||4.16%||-0.45%||5.48%||-0.82%|
|HG Global Bond Fund||2.70%||4.32%||2.76%||-||-||4.26%||Dec-15||-3.03%||8.22%||5.64%||-||-||-|
|HG Enhanced Cash Fund||0.58%||2.04%||1.41%||1.10%||1.03%||1.88%||Apr-05||1.65%||1.06%||0.79%||0.62%||0.58%||0.67%|
|HG Marketable Alternatives Fund||1.22%||-1.54%||4.18%||2.43%||-||2.52%||May-14||-0.21%||6.95%||-0.70%||1.45%||-||-|
|HG Real Estate Fund||1.64%||7.31%||7.80%||9.11%||7.35%||5.51%||May-06||7.82%||7.92%||8.86%||10.88%||14.19%||9.66%|
|HG Private Equity Fund||7.29%||21.91%||19.19%||14.91%||13.75%||5.92%||Dec-07||21.11%||21.06%||9.48%||8.38%||14.84%||15.34%|
|HG Energy Fund||-10.72%||-10.63%||-4.68%||-0.30%||-||6.00%||Jan-11||18.79%||-20.61%||11.05%||2.32%||15.46%||4.82%|
Data Sources: © 2019 Northern Trust
All performance is shown net of fees except for HG Large Cap Equity Fund, HG Small Cap Equity Fund and HG Developed Markets Equity Fund.