The commentary included in this presentation is current as of December 31, 2023. This presentation contains numerous opinions of the speaker and such opinions are based on information which was available as of the date of this presentation. There is no guaranty that these opinions will prove to be accurate in the future and investors should not rely on any such opinions in deciding to buy or sell any security or investment product, including the strategy described herein. The charts and graphs contained in this presentation are based, in part, on data obtained from third parties and are believed to be accurate. Any references to specific securities or investments in this presentation are for illustrative purposes only and are not intended as investment advice nor a recommendation to buy or sell any security or investment. Individual securities may be held in client accounts.
The performance information contained in this presentation is unaudited, was calculated by Hilton Capital Management, LLC (“HCM”) and is shown on both a gross-of-fee and net-of-fee basis. The performance results include the reinvestment of dividends and/or other earnings, and the net-of-fee performance results are shown net of the actual advisory fees paid by the client accounts in the performance composite set forth in the presentation. In addition, actual client accounts may incur other transaction costs such as brokerage commissions, custodial costs and other expenses. Accordingly, actual client performance will differ, potentially materially, particularly given that the net compounded impact of the deduction of investment advisory fees over time will be affected by the amount of the fees, the time period, and the investment performance. Past performance is no guarantee as to, and is not indicative of, future results. All investments and strategies are subject to the risk of loss.
The performance composite in the presentation is compared against indices for illustrative and/or comparative purposes to show the general trend in the markets for the periods indicated. Any benchmark, index or financial indicator shown in this presentation have limitations when used for comparative, illustrative, or other purposes because they may have volatility, credit, diversification or other material characteristics (such as number and types of securities or instruments represented) differing from those of the composite’s strategy set forth in the presentation. For example, the composite set forth in the presentation may typically hold substantially fewer securities than are contained in an index.
This presentation is confidential, is not to be reproduced or recirculated, is for discussion purposes only, contains general information pertaining to HCM’s investment advisory services, is not and should not be construed as personalized investment advice and is not an advertisement.
This presentation is not intended as, and does not constitute, an offer to sell any securities to any person or solicitation of any person of an offer to purchase any securities. No offer to sell (or solicitation of an offer to buy) will be or is hereby made in any jurisdiction in which such offer or solicitation would be unlawful.
Certain information contained in this presentation may constitute forward-looking statements, which can be generally identified by the use of language such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “believe,” or comparable terminology. Due to various risks and uncertainties, actual events or the consequences of such events may differ materially from those reflected or contemplated in such forward-looking statements. While the opinions expressed or implied herein are based on estimations and assumptions believed to be reasonable (at the time this presentation was made), there are no assurances that any estimation or assumption has or will materialize. Furthermore, information regarding market returns and market outlooks is based on the research, analysis and opinions of HCM, which are speculative in nature, may not come to pass, and are not intended to predict the future performance of any specific investment.
This document does not, and does not purport to, discuss all of the risks associated with any investment or the use of any strategy employed by HCM.
