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Strategies

Tactical Income Strategy

At a Glance

  • Balanced tactical management seeking competitive total returns from a portfolio of income-generating securities with significantly reduced risk.
  • A macro-economic framework developed and monitored by the Investment Committee that informs asset allocation and sector weightings.
  • Asset and issue selection grounded in deep fundamental analysis, valuation, correlation, and other factors.
  • A 22+ years audited track record across a variety of market cycles.
  • Available on selected investment platforms, as an SMA, or via mutual fund (HCYIX/HCYAX).
“

Tactical Income is highly versatile—it can be deployed as a companion to a core fixed income allocation, as part of a core equity allocation with reduced risk, or as a core allocation for income generation with lower risk.

- Alex Oxenham, Co-Chief Investment Officer, Portfolio Manager

Tactical Income

Implementation

A low volatility core solution.

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Equity Portfolio Complement

Seeks volatility reduction after periods of solid equity returns while still seeking out capital appreciation.
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Bond Portfolio Complement

Diversify sources of income generation for a portfolio in an environment with low global bond yields.
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Balanced Portfolio Enhancement

Utilizing a tactical approach may suppress risk in a marketplace  experiencing growth of price insensitive buyers and sellers.

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Income Oriented Standalone Solution

  • Seeks risk minimization.
  • Yield.
  • Seeks an attractive risk/reward.

Video

Tactical Income Strategy Overview

In this video Hilton Capital Management's Investment Team discusses its flagship strategy Tactical Income and what makes it unique in the investment ecosystem.

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Additional Resources

Videos

Tactical Income Strategy Overview

20+ Years of Success: Hilton's Tactical Income Strategy Hilton’s celebrated Tactical Income strategy has been a cornerstone of the firm for over 20 years. As its flagship offering, this strategy focuses on consistent volatility, emphasizing income, with growth as a secondary goal. Its tactical approach adapts to economic cycles, leveraging dynamic insights to meet evolving market conditions. To learn more, watch the full video below.

February 04, 2025

Videos

Where Does Hilton's Tactical Income Strategy Fit in a Portfolio?

Maximizing Portfolio Potential with Tactical Income Hilton’s flagship Tactical Income strategy stands out for many reasons, including its versatility—it can help generate income, mitigate overall portfolio risk, and, in some cases, support capital appreciation. Focusing on longer-term economic cycles, this adaptable approach fits seamlessly into a wide range of strategies, avoiding short-term market noise while adjusting risk to meet changing environments. To learn more about how Tactical Income can help bring balance, adaptability, and long-term value to your portfolio, watch the full video.

February 04, 2025

Letter

Tactical Income Q4 24 Recap

Catch up on Hilton's Tactical Income Strategy Q4 2024 performance, recent portfolio adjustments, and the firm’s 2025 outlook amid a dynamic market environment.

January 16, 2025

Decks and Factsheets

Tactical Income Strategy

Take a deep dive into HCM's Tactical Income Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more.

Last Updated December 31, 2024

Letter

Tactical Income Q3 24 Recap

From Concentration to Constellation: A Quarter of Widening Opportunities

October 16, 2024

Letter

Tactical Income Q2 24 Recap

Navigating the Economic and Market Cross Currents

July 18, 2024

Letter

Tactical Income Q1 24 Recap

Riding the Macro Wave

April 10, 2024

Letter

Tactical Income Q4 23 Recap

Hilton reflects on a tumultuous 2023: the U.S. economy, Fed policy, financial markets, and Tactical Income Portfolio performance.

January 11, 2024

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