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Efficient Tactical Income

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Factsheet

Portfolio Structure

The Hilton Efficient Tactical Income strategy aims to deliver a consistent level of income while focusing on capital preservation. The Hilton investment team will invest in passively managed exchange traded funds (ETFs), and other funds, to construct a diversified portfolio which seeks to achieve a superior risk adjusted rate of return. The strategy will invest in funds that include common & preferred stock, MLPs, REITs, and a wide variety of debt instruments.

Portfolio Objective

Seeks capital preservation with an emphasis on income generation as a key component in seeking competitive total returns while minimizing risk and volatility.

Efficient Tactical Income

Portfolio Highlights

Balanced tactical management.

Investments will be allocated to exchange traded funds (ETFs), cash, and other funds.

Macro-economic oversight - asset class and fund allocations informed by global macroeconomic views as monitored by the investment committee.

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Efficient Tactical Income Strategy

Learn more about HCM’s Efficient Tactical Income Strategy with the latest factsheet ...

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