GLOBAL EQUITY INCOME STRATEGY
Diversified portfolio of global dividend yielding securities managed tactically utilizing the Hilton Capital Management investment process.
- The 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
- Strategy 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.
- The 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.