As of March 31, 2020
Prior to founding Hilton Capital, William Garvey was managing more than 100m in fixed income assets. It was during this period that he came to believe that he could maintain the stability of a fixed income portfolio while generating additional income and growth of principal with the addition of other income producing securities such as dividend paying common stocks and preferred equities, REITs and MLPs, among others. Thus, the Hilton Capital Tactical Income Strategy was born.
It’s important to understand that this is more than “picking stocks” to complement a fixed income portfolio. All potential investments are approached from a global macro-economic perspective, taking into account fiscal/monetary policy, interest rates, commodity pricing, government policy and general business conditions. Based on these perspectives, a top down analysis is assiduously applied to identify sectors and individual companies which fit the desired risk and income profile based on fundamental analysis of balance sheet, credit quality and income stability. In this process companies in which to invest are identified, as well as where in the capital structure investments will be made.
Equity Portfolio Complement
Offers volatility reduction after periods of solid equity returns while still seeking out capital appreciation
Bond Portfolio Complement
Diversify sources of income generation for a portfolio in an environment with low global bond yields
Balanced Portfolio Enhancement
Utilizing a tactical approach can suppress risk in a marketplace experiencing growth of price insensitive buyers and sellers.
Outcome Oriented Standalone Solution
The three core tenets of our client-first approach guarantee:
The decision making process is a team approach amongst the Chief Investment Officer William Garvey and Portfolio Managers Alexander Oxenham, Craig O’Neill and Tim Reilly.