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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 $3 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 3Q 25 Recap: Resilient Income in an AI-Driven Market

TI 3Q 25 Recap: Resilient Income in an AI-Driven Market

Review of Hilton Tactical Income Strategy's 3Q25 performance, highlighting disciplined risk management amid AI-driven market trends and inflationary pressures.

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SMCO 3Q 25 Recap: Take a bow for the new revolution – Side Two of Who’s Next

SMCO 3Q 25 Recap: Take a bow for the new revolution – Side Two of Who’s Next

Check out Hilton's 3Q25 SMCO Review: The team highlights small- and mid-cap trends, portfolio shifts, and outlook—balancing quality with risk and AI themes.

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New Names Join Hilton’s BDC Corporate Bond Index: What Investors Should Know

New Names Join Hilton’s BDC Corporate Bond Index: What Investors Should Know

Discover what the latest Solactive Hilton Capital BDC Corporate Bond TR Index rebalancing means for private credit investors.

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From the Desk of Jay Mastronardi: Finding Opportunities Beyond the Megacaps in the AI & Data Center Boom

From the Desk of Jay Mastronardi: Finding Opportunities Beyond the Megacaps in the AI & Data Center Boom

AI isn’t just for megacap tech. Discover how SMCO finds opportunities across data centers, energy, and small-cap innovators fueling the AI boom.

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Private Credit, Unlocked: The First ETF Focused Exclusively on BDC Bonds With Alex Oxenham & Mike O’Brien

Private Credit, Unlocked: The First ETF Focused Exclusively on BDC Bonds With Alex Oxenham & Mike O’Brien

Hilton’s Alex Oxenham and Mike O’Brien share how Hilton’s first- mover BDC bond ETF opens access to long-restricted private credit markets.

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DIVYS Q2 25 Recap: Compounding Through the Noise — How DIVYS Pulled Ahead

DIVYS Q2 25 Recap: Compounding Through the Noise — How DIVYS Pulled Ahead

DIVYS Q2 2025 Review: Discover how strategic rotations into resilient sectors and quality stocks helped DIVYS outperform the market amid ongoing macroeconomic uncertainty.

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SMCO Q2 25 Recap: Have a cigar … or is it a CIGar…

SMCO Q2 25 Recap: Have a cigar … or is it a CIGar…

The SMCO team reviews 2Q25: strong rebound, macro insights, and portfolio shifts amid volatility—plus what could lie ahead for small- and mid-cap equities.

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TI Q2 25 Recap: From Tariff Turbulence to AI Tailwinds: Navigating 2Q25

TI Q2 25 Recap: From Tariff Turbulence to AI Tailwinds: Navigating 2Q25

Hilton Capital Management navigated Q2 2025 with tactical moves amid tariff tensions and robust AI spending, balancing equity exposure and short-duration fixed income for optimal returns.

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Navigating a Shifting Landscape: Defensive Repositioning and Selective Conviction in DIVYS 1Q25 

Navigating a Shifting Landscape: Defensive Repositioning and Selective Conviction in DIVYS 1Q25 

A quarterly update on the Hilton Dividend & Yield Strategy (DIVYS), highlighting key market trends, portfolio adjustments, and the team’s outlook amid a changing economic and policy environment.

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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.