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
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.
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.
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.