The Sub-Advisers
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| Sub-adviser of HighMark International Opportunities Fund, HighMark Enhanced Growth Fund and HighMark Cognitive Value Fund |
Bailard, Inc., founded in 1969, is an independent investment management firm based in Foster City, California. Bailard manages assets for institutional and high net worth investors, offering innovative investment solutions ranging from traditional investments to specialty products. Bailard puts experience and passion for innovation to work to deliver intelligently-designed products, solid and consistent results, and ever-greater value for their clients.
Direct access minimum $25 million |
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| Sub-Adviser of HighMark Geneva Mid Cap Growth Fund and Highmark Geneva Small Cap Growth Fund |
Geneva Capital Management Ltd. is a Milwaukee-based, independent investment firm dedicated to helping individual and institutional clients achieve their financial goals through the use of equity and fixed income assets. Founded in 1987 with a quality growth philosophy, Geneva Capital's Investment Team has successfully managed assets using a well-defined, highly disciplined investment process.
Direct access minimum
$5 million for Geneva Mid Cap Growth Fund and
$3 million for Geneva Small Cap Growth Fund |
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| Sub-Adviser of HighMark NYSE Arca Tech 100 Index Fund, HighMark Equity Income Fund and HighMark Wisconsin Tax-Exempt Fund |
Ziegler Lotsoff Capital Management, LLC (ZLCM) is a boutique asset management firm, based in Chicago, with a strong history of providing investment strategies for institutions, pension plans, retirement communities, healthcare systems, and individual investors. ZLCM's investment philosophy is driven by their research, which shows that persistent investor behavior causes securities to be priced temporarily too low or too high. ZLCM creates risk-controlled portfolios which seek to outperform a market benchmark by exploiting the investment opportunities created by this persistent investor behavior.
Direct access minimum $1 million |
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Mutual fund investing involves risk, including possible loss of principal. Investors should consider the Funds' investment objectives, risks, charges and expenses carefully before investing. This and other information can be found in the Funds' prospectus, which may be obtained by calling 800.433.6884 or by visiting www.highmarkfunds.com. Please read the prospectus carefully before investing.
HighMark Funds Distributors, LLC, an affiliate of Foreside Funds Distributors LLC, is the principal underwriter of the HighMark Funds. HighMark Capital Management, Inc., a registered investment adviser, is a wholly-owned subsidiary of Union Bank, N.A. and serves as the investment adviser for HighMark Funds. Union Bank, N.A. is wholly owned by UnionBanCal Corporation. UnionBanCal Corporation is wholly owned by The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG, NYSE:MTU), one of the worlds largest financial organizations in market capitalization and deposit taking. NO BANK GUARANTEE, NOT FDIC INSURED, MAY LOSE VALUE. There is no guarantee that the Funds will meet their stated objectives.
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