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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.