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Hilton Capital Management

Disciplined Investing. Client Focused.

Hilton offers actively-managed, long-only balanced and equity strategies for institutions, individual investors, and their advisors, with products available on leading investment platforms and as separately managed accounts.

Hilton Capital manages more than $2.8 billion in assets across three investment strategies and a range of asset classes.

Investing with Intent

Featured Strategies & Products

Tactical Income

A balanced total return strategy focused on income with reduced risk.

Small & Mid Cap Opportunities (SMCO)

A fundamentals-based SMID cap strategy seeking opportunistic, risk-adjusted investments

Dividend & Yield (DIVYS)

Low-beta, large-cap equity centered on dividends with sector adjustments.

Quick Takes

Resources

SMCO Overview

Small & Mid Cap Opportunities 

A fundamentals-based SMID cap strategy seeking opportunistic, risk-adjusted investments.


Hilton Capital Management is a registered investment advisor. All investing involves risks including the possible loss of capital. Asset allocation and diversification does not ensure a profit or protect against loss.

DIVYS Overview

Dividend & Yield 

Low-beta, large-cap equity centered on dividends with sector adjustments.


Hilton Capital Management is a registered investment advisor. All investing involves risks including the possible loss of capital. Asset allocation and diversification does not ensure a profit or protect against loss.

TI Overview

Tactical Income Strategy Overview

A balanced total return strategy focused on income with reduced risk.


Hilton Capital Management is a registered investment advisor. All investing involves risks including the possible loss of capital. Asset allocation and diversification does not ensure a profit or protect against loss.

Recent Posts

TI Q1 25 Recap: Weathering Crosscurrents — Tactical Positioning Amid Shifting Fundamentals and Rising Risk Asymmetry

TI Q1 25 Recap: Weathering Crosscurrents — Tactical Positioning Amid Shifting Fundamentals and Rising Risk Asymmetry

Hilton’s Alex Oxenham reviews Tactical Income’s Q1 25 performance amid macro shifts, rising uncertainty, and risk, with insights on what may lie ahead.

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SMCO Q1 25 Recap: Crossfire Hurricane & The New DDT

SMCO Q1 25 Recap: Crossfire Hurricane & The New DDT

SMCO Portfolio Manager Tom Maher discusses Q1 2025's “crossfire hurricane” market, ongoing uncertainty, and what could lie ahead for SMID-cap investors.

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Navigating Economic Cycles for Better Investing

Navigating Economic Cycles for Better Investing

With uncertainty rising, understanding economic cycles is key to smart investing. See how active management helps navigate economic trends and developments.

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Hilton Capital Management Earns PSN Top Guns Recognition for Q4 2024

Hilton Capital Management Earns PSN Top Guns Recognition for Q4 2024

Hilton Capital Management’s SMCO and DIVYS strategies earn PSN Top Guns recognition for Q4 2024, highlighting strong performance and long-term success.

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DIVYS 2024: Navigating Market Polarization

DIVYS 2024: Navigating Market Polarization

Alex Oxenham reviews the 2024 performance of the Dividend & Yield Strategy, with key insights and perspectives on what may lie ahead for 2025.

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Resilience Rewarded: Delivering Strong Results in a Dichotomous Market Environment

Resilience Rewarded: Delivering Strong Results in a Dichotomous Market Environment

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.

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Feeling Supersonic: SMCO 2024 Review and 2025 Outlook

Feeling Supersonic: SMCO 2024 Review and 2025 Outlook

Tom Maher, SMCO portfolio manager, recaps 2024’s market highs and lows and shares insights on Hilton, small-cap opportunities, and what 2025 may hold.

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From the Desk of Jay Mastronardi: Navigating the M&A Resurgence一and What It Means for SMCO

From the Desk of Jay Mastronardi: Navigating the M&A Resurgence一and What It Means for SMCO

Equity Analyst Jay Mastronardi discusses a possible 2025 M&A resurgence and its impact on the Small and Mid Cap Opportunities strategy.

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The Case for Small & Mid Cap Opportunities in 2025

The Case for Small & Mid Cap Opportunities in 2025

Join Tom Maher on UBS Trending as he discusses the potential of small and mid-cap stocks in 2025 and why they may be the market's next big opportunity.

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Hilton Capital Management

What Sets Us Apart

  • Our Vision: Preserve and cultivate our entrepreneurial spirit to build enduring relationships.
  • Our Mission: A client-focused culture that values partnership, authenticity, and trust.
  • Our Values: Integrity, accountability, discipline, and entrepreneurship are at the heart of what we do.