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
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.
SMCO Q2 24 Recap: R(AI)se the Roof
Check out the SMCO portfolio update for 2Q24, including market analysis, portfolio results, and forward outlook amid a challenging economic environment.
Tactical Income Q2 24 Recap: Navigating the Economic and Market Cross Currents
Mixed market outcomes and economic cross currents: How the challenges of Q2 2024 impacted Hilton’s Tactical Income strategy and insights on what lies ahead.