A diversified portfolio of dividend-yielding securities seeking competitive total returns through a combination of above-average income, capital growth, and reduced volatility.
A macroeconomic framework developed and monitored by the Investment Team that informs global exposures and asset allocation.
Sector weights, relative to the S&P 500 Index, reflect views on relative returns with an eye toward risk management.
An 7+ year audited track record across a variety of market cycles.
Portfolio Managers: Alex Oxenham, Tom Maher
Investment Vehicles: SMA and selected investment platforms.
“What DIVYS does is instead of just going out and buying an S&P 500 Index ETF, you get a little bit of a tactical nature to it.”
A six to 18-month outlook on global economic trends, regional forecasts, and other macroeconomic signals shape broad allocations to U.S. dividend paying equities.
In addition to traditional common shares, other income-producing securities in the portfolio can include preferred shares, ADRs, ETFs, and REITs, among others.
Sector over- and under-weightings relative to the S&P 500 Index further reflect the Investment Team’s views on the market outlook with an eye toward minimizing downside risk.
Individual securities are selected via a disciplined process based on deep fundamental analysis, Hilton’s proprietary factor model, valuations, and other metrics.
“DIVYS is designed to capture the types of securities with a defensive attribute in the large-cap equity space.”