Whatever your 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. HighGround Advisors has developed an investment model designed specifically for nonprofits leveraging the expertise of 44 world-class, institutional investment firms and a dedicated team of 11 internal investment professionals.

Services

Portfolio Management

Financial Assets

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Management of endowment, corporate assets, operating reserves, working capital, building funds and liquidity management

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Portfolio development, ranging from fully outsourced, turnkey investment offerings to customized solutions tailored to your unique needs

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Advise and consult with you to design investment solutions that are responsive to and highly integrated into your organization's financial objectives

Minerals

Management

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Receive, analyze and execute division orders

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Standard lease form preparation

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Negotiate leases for the maximum lease bonus and royalty

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Monitor agreement terms

Real Estate

Management

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Consult and advise for the acquisition, sale and management of agricultural, residential and commercial real estate

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Work with donors who wish to make gifts of real estate to our client organizations

Our Philosophy

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.

Our 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. We utilize active management extensively with the objective to increase economic value over passive investment options.

Our philosophy centers around five tenets:
Asset Allocation


Capturing long-term market risk premiums


Global diversification


Active management


Disciplined process

Our Process

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:

Plan:

Define Objectives

Assess Risk Tolerance

Identify Constraints

Formulate Strategy

Asset Allocation

Invest: 

Strategy Development

Portfolio Construction

  • Risk Parameters
  • Manager Selection

Implementation

Review:         

Performance Measurement

Risk Management

Monitoring/Evaluation

Interpretation

Research:

Capital Market Dynamics

Investment Opportunity Set

Global Diversification

Portfolio Optimization

Investment Funds

   ENDOWMENT FUNDS  
   HIGHGROUND ENDOWMENT FUND CUSTOMIZED FUNDS
   ASSET CLASS FUNDS  
 EQUITY  HIGHGROUND DOMESTIC EQUITY FUND  HIGHGROUND INTERNATIONAL EQUITY FUND
   HIGHGROUND EQUITY INDEX FUND   HIGHGROUND DEVELOPED MARKETS EQUITY FUND
   HIGHGROUND LARGE CAP EQUITY FUND  HIGHGROUND EMERGING MARKETS EQUITY FUND
   HIGHGROUND MID CAP EQUITY FUND  HIGHGROUND GLOBAL EQUITY FUND***
   HIGHGROUND SMALL CAP EQUITY FUND  HIGHGROUND PRIVATE EQUITY FUND**
 FIXED INCOME  HIGHGROUND BOND FUND***  HIGHGROUND GLOBAL BOND FUND
   HIGHGROUND ENHANCED CASH FUND  HIGHGROUND LOW DURATION BOND FUND*
 REAL ASSETS  HIGHGROUND REAL ESTATE FUND**  HIGHGROUND ENERGY FUND**
 MARKETABLE ALTERNATIVES  HIGHGROUND MARKETABLE ALTERNATIVES FUND**  
  * Available through HighGround Enhanced Cash Fund
** Available through Endowment Funds
***Used for investment of Planned Giving Vehicles
 

Investment Performance

ANNUALIZED PERIODS ENDING JUNE 30, 2017 CALENDAR YEAR HISTORY
  Quarter 1 Year 3 Years 5 Years 10 Years Since Inception  2016 2015 2014 2013 2012 2011
HG Endowment Fund 3.64% 13.61% 4.15% 8.39% 4.07% 7.42%  Jul-91 4.87%  -1.19% 4.59% 17.87% 12.91% -1.62%
HG Institutional Fund 3.94% 14.63% 4.42% 8.65% 4.19% 7.47%  Jul-91 5.79%  -1.57% 4.84% 17.87% 12.91% -1.62%
HG Domestic Equity Fund 3.75% 20.27% 7.22% 13.75% 5.97% 8.56%  Apr-95 9.12%  -1.79% 10.73% 35.29% 16.92% -1.86%
HG Equity Index Fund 3.18% 17.81% 9.50% 14.38% 6.87% 9.11%  Apr-95 11.77%  1.31% 13.13% 32.07% 15.57% 1.75%
HG Large Cap Equity Fund (Gross) 5.17% 22.95% 8.81% 15.09% 6.91% 9.62%  Jul-91 8.96%  -0.63% 12.31% 36.31% 17.63% -0.99%
HG Mid Cap Equity Fund 1.92% - - - - 8.19%  Dec-16 -  -
HG Small Cap Equity Fund (Gross) 3.07% 26.35% 7.86% 15.06% 8.41% 10.55%   May-97 20.05%  -2.82% 5.75% 38.38% 20.08% -1.69%
HG International Equity Fund 6.61% 19.87% 1.44% 7.48% 0.98% 5.59%   May-95 2.42%  -4.58% -2.94% 16.80% 14.67% -11.62%
HG Developed Markets Equity Fund (Gross) 7.14% 19.56% 2.28% 9.09% 1.95% 4.01%   Jan-00 0.70%  -0.82% -2.18% 22.36% 14.82% -9.59%
HG Emerging Markets Equity Fund 5.60% 24.30% 1.07% 4.80% 1.28% 5.81%   Jan-00 11.59%  -14.64% -2.30% 0.02% 19.68% -18.24%
HG Global Equity Fund  5.13% 20.19% 4.42% 10.74% 3.68% 8.52%   Jan-91 6.03%  -3.25% 3.97% 26.04% 15.96% -6.38%
HG Bond Fund 1.44% 2.04% 2.63% 2.85% 5.58% 6.29%   Apr-95 4.16%  -0.45% 5.48% -0.82% 7.96% 6.15%
HG Global Bond Fund 2.55% 3.50% - - - 6.68%   Dec-15 5.64%  - - - - -
HG Enhanced Cash Fund 0.24% 0.86% 0.72% 0.71% 1.38% 1.91%   Apr-05 0.79% 0.62% 0.58% 0.67% 0.91% 0.89%
HG Marketable Alternatives Fund 0.97% 7.17% 2.24% - - 2.39%   May-14 -0.70%  1.45% - - - -
HG Real Estate Fund 2.34% 9.53% 10.58% 10.70% 3.46% 5.26%   May-06 8.86%  10.88% 14.19% 9.66% 10.47% 15.41%
HG Private Equity Fund 8.36% 18.80% 12.02% 12.25% - 3.30%   Dec-07 9.48%  8.38% 14.84% 15.34% 2.59% 10.71%
HG Energy Fund -8.96% -3.06% 3.30% 5.55% - 9.81%   Jan-11 11.05%  2.32% 15.46% 4.82% 14.01% 25.35%

Data Sources: © 2017 BNY Mellon Asset Servicing.
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.

Asset Management Experts

Joe H. Wright Jr.
Joe H. Wright Jr.
Senior Vice President and Chief Investment Officer
Rodric E.  Cummins, CFA
Rodric E. Cummins, CFA
Senior Investment Strategist
Kellie Morrison, CFA
Kellie Morrison, CFA
Senior Investment Officer
Carol A. Kilman
Carol A. Kilman
Senior Investment Officer
Arturo Gutierrez, CIPM
Arturo Gutierrez, CIPM
Investment Officer
Peter Case
Peter Case
Investment Analyst
Will  Francis, CPL
Will Francis, CPL
Minerals Management Manager
Mark  Carey
Mark Carey
Real Estate Manager