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Strategies
Investing with Intent
Tactical Income
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A balanced total return strategy focused on income with reduced risk.
Dividend & Yield
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Low beta, large-cap equity centered on dividends with sector adjustments.
Small & Mid Cap Opportunities
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A fundamentals-based SMID cap strategy seeking opportunistic, risk-adjusted investments.
Efficient Tactical Income
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Passive ETF strategy mirroring Tactical Income with fewer positions and lower minimum investment.
Tactical Income Mutual Fund (HCYIX/HCYAX)
The Tactical Income strategy is available as a mutual fund outside Hilton Capital Management via Direxion.
Small-MidCap Opportunity ETF (SMCO)
The SMCO strategy is available via an actively managed ETF.
Hilton BDC Corporate Bond ETF (HBDC)
The Hilton BDC Corporate Bond ETF (the “Fund”) seeks to track the performance, before fees and expenses, of the Solactive Hilton Capital BDC Corporate Bond TR Index (the “Index”).
Funds
Investing with Intent
Tactical Income Mutual Fund (HCYIX/HCYAX)
→
The Tactical Income strategy is available as a mutual fund outside Hilton Capital Management via Direxion.
Small-MidCap Opportunity ETF (SMCO)
→
The SMCO strategy is available via an actively managed ETF.
Hilton BDC Corporate Bond ETF (HBDC)
→
The Hilton BDC Corporate Bond ETF (the “Fund”) seeks to track the performance, before fees and expenses, of the Solactive Hilton Capital BDC Corporate Bond TR Index (the “Index”).
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Factsheets
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Quarterly performance data
Economic Outlooks and Quarterly Recaps
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Discussion of economic trends and quarterly performance from the Hilton portfolio managers
Insights
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Expert analysis on market news and investment themes
Video Library
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Video shorts from the Hilton team on the firm and its strategies
The Disciplined Investor Newsletter
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Hilton Capital’s take on what’s moving markets and what it could mean for the path ahead
Essential Downloads
Tactical Income
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Dividend & Yield
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Small & Mid Cap Opportunities
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Efficient Tactical Income
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Economic Outlook
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Dividend & Yield 2Q26: Strong Returns, Stronger Dividend Growth →
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Tactical Income Mutual Fund (HCYIX/HCYAX)
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Videos • May 05, 2026
Spring 2026 Outlook – Summer of Supply Shocks
Watch Hilton Capital Management's Webinar "Summer of Supply Shocks"
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