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NexPoint Climate Tech Fund

Fund Update: September 14, 2022

As of September 14, 2022 the Fund changed its name to NexPoint Climate Tech Fund with a focus on investing in climate tech companies

Investment Objective

The investment objective of NexPoint Climate Tech Fund (“Climate Tech Fund” or the “Fund”) is to seek long-term growth of capital.

Investment Strategy

The Fund seeks to achieve its investment objective by investing at least 80% of its net assets under normal circumstances in equity securities, such as common and preferred stocks, of climate tech companies. The Fund defines “climate tech” as technologies and business models that act to decarbonize the energy, transport, buildings and infrastructure, industry, and agriculture sectors.

Investment Rationale

Divestment

For those interested in fossil fuel divestment, clean energy solutions (solar, wind, clean power generation, electric vehicles, etc.) can provide indirect exposure to fossil fuel prices, as clean energy solutions compete with fossil fuels.

Inflation Protection

Because of direct investments in materials, agriculture, infrastructure, water, etc., and indirect exposure to fossil fuel prices via clean energy solutions, we believe the strategy may perform well in certain inflationary environments.

An Inefficient Opportunity

The companies addressing climate change are historically small-to mid-cap companies with little analyst coverage, often operating in new, poorly understood growth opportunities.

Class A

Ticker

HSZAX

NAV

$6.90

Inception

09/30/98

Class C

Ticker

HSZCX

NAV

$3.80

Inception

09/30/99

Class Y

Ticker

HSZYX

NAV

$7.91

Inception

09/30/98

Portfolio Manager

James Dondero | Founder, NexPoint
James Dondero is the founder of NexPoint. In addition to overseeing the group’s business and investment activities, Mr. Dondero serves as the portfolio manager of the NexPoint Strategic Opportunities Fund (NYSE:NHF). He is also an officer and director at NexPoint’s publicly traded REITs.

Scott Johnson | Portfolio Manager, NexPoint
Mr. Johnson is a Managing Director and Portfolio Manager at NexPoint Advisors, L.P. He has over 25 years of investment management experience with extensive experience in private equity, mergers and acquisitions and long/short hedge funds.

Contact Information

NexPoint Climate Tech Fund
833-697-7253

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