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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

Implementation

A low volatility core solution.

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

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Tactical Income Q3 24 Recap

From Concentration to Constellation: A Quarter of Widening Opportunities

October 16, 2024

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 September 30, 2024

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Tactical Income Q2 24 Recap

Navigating the Economic and Market Cross Currents

July 18, 2024

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Tactical Income Q1 24 Recap

Riding the Macro Wave

April 10, 2024

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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