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.
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.
Recent Posts
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.
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.
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.
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.
DIVYS 3Q 24 “A Market in Transition”
The DIVYS team breaks down Q3 24 Dividend & Yield performance with key insights and market trends amid an increasingly complex economic landscape.
From Concentration to Constellation: A Quarter of Widening Opportunities
Hilton reviews 3Q24 Tactical Income performance, market trends, and outlook, including commentary on a broadening market, softening employment, and more.
Small & Mid-Cap 3Q24 Market Review & Outlook: It Don't Come Easy
Portfolio Manager Tom Maher breaks down SMCO 3Q24 performance, including market analysis and outlook amid an evolving economic environment.
Unpacking the Reversals in Equity Price & Bond Yield Correlation
Explore how shifts in equity and bond correlations impact portfolio strategies, and why diversification is key to navigating uncertain market conditions.
The Big Rotation: An Interview With Small & Mid Cap Manager Tom Maher
Hilton’s Tom Maher discusses the market's challenges and opportunities in SMID stocks after recent turbulence, with insights on what investors can expect ahead.