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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.

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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