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Strategies

Flexible Investment Strategies

HCM

A Disciplined Approach for Dynamic Markets

We focus on producing superior risk-adjusted returns through a combination of decreased portfolio volatility, capital appreciation, and, in selected strategies, income generation. 

Proprietary insights into global macro trends, strategic asset allocation, and security selection form the foundation of our investment process, helping better position portfolios across market cycles.

Tactical Income (TI)

A balanced total return strategy focused on income with reduced risk

Small & Mid Cap Opportunities (SMCO)

A fundamentals-based SMID cap strategy seeking opportunistic, risk-adjusted investments

Small-MidCap Opportunity ETF

The SMCO strategy is available as an actively managed ETF listed on NASDAQ, ticker SMCO.

Dividend & Yield (DIVYS)

Low beta, large-cap equity centered on dividends with sector adjustments

Efficient Tactical Income (ETI)

Passive ETF strategy mirroring Tactical Income with fewer positions and lower minimum investment

Tactical Income Mutual Fund

The Tactical Income strategy is available as a mutual fund (remove outside Hilton) via Direxion,  HCYIX/HCYAX.

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