Articles by Hilton
Dr. David Snowball of the Mutual Fund Observer assesses the performance of Hilton's Tactical Income Fund.


Hilton Capital Income Fund Receives Recognition by Independent Mutual Fund Observer

Dr. David Snowball of the Mutual Fund Observer examines the performance of Hilton's Tactical Income Fund.

May 14, 2019     5 minute read

Since its founding in 2001, Hilton Capital Management has strived to develop investment strategies to reduce volatility and help clients reach their investment goals. Its founding strategy primarily seeks income with a secondary investment objective of capital appreciation consistent with the preservation of capital. Hilton Capital launched the Tactical Income Mutual Fund in 2013 and it recently caught the attention of Dr. David Snowball of the Mutual Fund Observer (MFO), an independent, nonprofit fund researcher with a mission of examining and developing profiles on mutual funds in order to empower investors to make educated decisions.  

Impressed by its performance since its inception, Dr. Snowball made Hilton’s Tactical Income the topic of May’s edition of MFO’s “Elevator Talk.”

Read Dr. Snowball’s full piece on Hilton’s Tactical income here.  

Dr. Snowball begins his assessment of the fund by admitting his usual skepticism of Tactical Allocation funds, like Hilton’s, due to their tendency to underperform compared to other investments such as a simpler 60/40 index. This admission, though, serves only to highlight his assertion that, “Hilton Tactical Allocation appears to be a singular exception to that rule.”

His confidence in the fund, which he goes on to detail in his MFO piece, stems from careful analysis of its composition and of its key performance indicators as they compare to other funds. He points out the fund as having higher annual returns and lower volatility than those in its Lipper and Morningstar peer groups. [1]


[1] Lipper Peer Group : Flexible Portfolio. Morningstar Category: Tactical Allocation

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Morey Creative and Hilton Capital Management staff (“HCM”) collaborated in the preparation of this article. Morey Creative is a marketing firm engaged by HCM. HCM has reviewed and approved this article for distribution. The information set forth in this article should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this article will come to pass. Investing in the markets involves gains and losses and may not be suitable for all investors. The information set forth in this article should not be considered a solicitation to buy or sell any security.

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