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.
Equity Portfolio Complement
Seeks volatility reduction after periods of solid equity returns while still seeking out capital appreciation.
Bond Portfolio Complement
Diversify sources of income generation for a portfolio in an environment with low global bond yields.
Balanced Portfolio Enhancement
Utilizing a tactical approach may suppress risk in a marketplace experiencing growth of price insensitive buyers and sellers.
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.
Explore More
Additional Resources
Letter
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
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