Strategies
Tactical Income Strategy
At a Glance
- Balanced tactical management seeking competitive total returns from a portfolio of income-generating securities with significantly reduced risk.
- A macro-economic framework developed and monitored by the Investment Committee that informs asset allocation and sector weightings.
- Asset and issue selection grounded in deep fundamental analysis, valuation, correlation, and other factors.
- A 22+ years audited track record across a variety of market cycles.
- Available on selected investment platforms, as an SMA, or via mutual fund (HCYIX/HCYAX).
Tactical Income is highly versatile—it can be deployed as a companion to a core fixed income allocation, as part of a core equity allocation with reduced risk, or as a core allocation for income generation with lower risk.
- Alexander D. Oxenham, CFA®, Partner & CIO
Tactical Income
Implementation
A low volatility core solution.
Equity Portfolio Complement
Seeks 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 may suppress risk in a marketplace experiencing growth of price insensitive buyers and sellers.
Income Oriented Standalone Solution
- Seeks risk minimization.
- Yield.
- Seeks an attractive risk/reward.
Video
Tactical Income Strategy Overview
In this video Hilton Capital Management's Investment Team discusses its flagship strategy Tactical Income and what makes it unique in the investment ecosystem.
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Additional Resources
Videos
Tactical Income Strategy Overview
20+ Years of Success: Hilton's Tactical Income Strategy Hilton’s celebrated Tactical Income strategy has been a cornerstone of the firm for over 20 years. As its flagship offering, this strategy focuses on consistent volatility, emphasizing income, with growth as a secondary goal. Its tactical approach adapts to economic cycles, leveraging dynamic insights to meet evolving market conditions. To learn more, watch the full video below.
February 04, 2025
Letter
Tactical Income Q1 25 Recap
Weathering Crosscurrents — Tactical Positioning Amid Shifting Fundamentals and Rising Risk Asymmetry
April 23, 2025
Decks and Factsheets
Tactical Income Strategy
Take a deep dive into HCM's Tactical Income Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more.
Last Updated March 31, 2025
Videos
Where Does Hilton's Tactical Income Strategy Fit in a Portfolio?
Maximizing Portfolio Potential with Tactical Income Hilton’s flagship Tactical Income strategy stands out for many reasons, including its versatility—it can help generate income, mitigate overall portfolio risk, and, in some cases, support capital appreciation. Focusing on longer-term economic cycles, this adaptable approach fits seamlessly into a wide range of strategies, avoiding short-term market noise while adjusting risk to meet changing environments. To learn more about how Tactical Income can help bring balance, adaptability, and long-term value to your portfolio, watch the full video.
February 04, 2025
Letter
Tactical Income Q4 24 Recap
Catch up on Hilton's Tactical Income Strategy Q4 2024 performance, recent portfolio adjustments, and the firm’s 2025 outlook amid a dynamic market environment.
January 16, 2025
Letter
Tactical Income Q3 24 Recap
From Concentration to Constellation: A Quarter of Widening Opportunities
October 16, 2024
Letter
Tactical Income Q4 23 Recap
Hilton reflects on a tumultuous 2023: the U.S. economy, Fed policy, financial markets, and Tactical Income Portfolio performance.
January 11, 2024