DIVIDEND & YIELD STRATEGY (DIVYS)
Diversified portfolio of global dividend yielding securities managed tactically utilizing the Hilton Capital Management investment process. This strategy seeks to deliver competitive risk-adjusted performance over time by investing in companies with above average income through a focus on securities with a history of above average dividends, dividend growth or dividend stability. DIVYS may also tactically invest across other asset classes e.g. preferred securities, trust preferred securities, etc., where there may be potential opportunities for capital appreciation and income. This low beta approach is designed to limit exposure to downside risk when compared to general equity market index investing. The Hilton teams focuses on the sustainability of the dividend and the opportunity for dividend growth rather than on the absolute level of the company’s dividend.