Efficient Tactical Income Strategy

AT A GLANCE

Portfolio Highlights

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Balanced tactical management that seeks competitive total returns with a focus on income generation with the potential for significantly reduced risk.

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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.

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A macroeconomic framework developed and monitored by the Investment Team that informs asset allocation and sector weightings.

Where it Fits in Your Portfolio

Income generation; as part of a core fixed income allocation with opportunistic yield plays; as part of a core equity allocation with a focus on reduced risk.

Investment Vehicles: SMA and on the SMArtX Advisory Solutions platform. 

“Efficient Tactical Income is a great example of the entrepreneurial spirit that persists at our firm. We had a customer looking for a strategic alternative to Tactical income that had...more of a passive slant and would come in a vehicle to accommodate smaller accounts. The Efficient Tactical Income strategy served that purpose.”

Timothy Reilly
President
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Additional Resources

In their own words: Efficient Tactical Income Strategy

Efficient Tactical Income Overview

In their own words: Efficient Tactical Income Strategy

IN DEPTH

The Efficient Tactical Income strategy incorporates primarily passively managed exchange traded funds (ETFs) in a diversified portfolio designed to mirror the profile and performance of the Tactical Income strategy.

Hilton’s Tactical Income strategy seeks to achieve competitive total returns with a balanced portfolio of income-generating securities with the potential for significantly reduced risk.

Selected features of the Tactical Income strategy include:

  • A six- to 18-month outlook on macroeconomic factors, such as fiscal and monetary policy, interest rates, commodity pricing, and general business conditions that shape broad allocations to fixed income, equity, and cash.
  • Sector weightings that further reflect the Investment Team’s views on economic cycles, with an eye toward managing across earnings growth, quality, and more defensive consumer staples categories.

The Efficient Tactical Income strategy was created with advisors, individual investors, and those that wanted added exposure to passive instruments, in mind.

Using passive ETFs and other funds instead of individual securities to replicate the asset allocation of the Tactical Income strategy results in:

  • Fewer portfolio positions
  • Greater liquidity
  • Greater transparency
  • Lower minimum investment

Learn More About our Tactical Income Strategy

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