The asset allocation of Tactical Income is set between equities, preferred equities, fixed income and cash, with equities focused on what Hilton terms a “needs-based” stocks and sectors. In addition to the strategic asset allocation, Hilton performs deep diligence on individual securities in the portfolio to ensure we are invested in companies with strong balance sheets, consistent earnings and proven cash flow. The founder and CIO Bill Garvey has been managing money and providing income for his clients in this fashion for more than 25 years. Throughout his career, Mr. Garvey has assiduously focused on providing yield while mitigating risk. Since its inception, the Hilton Tactical Income Strategy has been able to generate strong and consistent annualized net returns.
Investors who seek income, limited risk, capital preservation and growth have found alignment with Hilton’s Tactical Income Strategy. Moreover, they have found a home with Hilton as a firm. In response to growing demand from our investor base, institutions and key advisors, Hilton recently launched three additional strategies. The new strategies, Small and Mid Cap Opportunities, Dividend & Yield, and Efficient Tactical Income are all managed by experienced investment professionals who adhere to the overall mission of performance, transparency, growth, risk mitigation and yield.
Obsessive attention to detail, open communication with investors and advisors and a willingness to challenge conventional wisdom and view the markets both tactically and strategically have created a culture of success at Hilton that is unparalleled. Everyone at Hilton Capital has a voice, which is one of the reasons our team is highly tenured and our clients stay with us for so long.
Seeks capital preservation with an emphasis on income generation as a key component to competitive total returns while minimizing risk and volatility.
Diversified portfolio of global dividend yielding securities managed tactically utilizing the Hilton Capital Management investment process.
Incorporates passive and non-passive funds to replicate the asset allocation process of the Hilton Tactical Income strategy.
The Small and Mid Cap Opportunities Strategy appeals to investors seeking exposure to small and mid cap equities, where diversification is critical but is not determined by index weights.