Strategies
Efficient Tactical Income
At a Glance
- Balanced tactical management that seeks competitive total returns with a focus on income generation with the potential for significantly reduced risk.
- Passive instruments are deployed to replicate the asset allocation of the Tactical Income Strategy allowing for greater liquidity, added transparency, and a lower minimum investment.
- A macroeconomic framework developed and monitored by the Investment Committee that informs asset allocation and sector weightings.
- Available on selected investment platforms.
“
Efficient Tactical Income embodies our firm's thriving entrepreneurial spirit. A client wanted a passive-leaning alternative to Tactical Income for a smaller allocation, and ETI delivered.
- Tim Reilly, President
Explore More
Additional Resources
Decks and Factsheets
Efficient Tactical Income Strategy
Learn more about HCM’s Efficient Tactical Income Strategy with the latest factsheet including portfolio highlights, sector analysis, and more.
Last Updated September 30, 2024