The fourth quarter of 2025 marked a constructive conclusion to a year defined by unusually narrow equity leadership, elevated macro uncertainty, and a persistent tension between income generation and risk control. While markets once again rewarded a small group of long-duration, non-dividend growth ...
The Solactive Hilton Capital BDC Corporate Bond TR Index1 (the “Index”) completed its December 1, 2025, rebalance with two meaningful developments: methodology refinements and the addition of a new issuer: Capital Southwest Corporation. The methodology refinements strengthen how the Index identifies...
The third quarter of 2025 tested investors’ discipline amid narrowing leadership and rising valuation dispersion. With the AI hyperscalers continuing to dominate index-level returns, many income-oriented portfolios struggled to keep pace. Yet the Hilton Dividend & Yield Strategy (DIVYS) again demons...
The third quarter of 2025 reflected a continuation of many of the same themes that defined the first half of the year, persistent inflation, narrow equity leadership, and elevated fiscal spending, but with a clear shift toward decelerating growth data and rising expectations for a 2026 rate-cut cycl...
Music references have become a staple of these letters. When we reflect on the prior quarter, a song title, lyric, or tone often captures our message. As we began drafting the third-quarter review, something unexpected happened: we found an entire album side whose sequence provides a clear framework...
The Solactive Hilton Capital BDC Corporate Bond TR Index (the “Index”)1 completed its most recent quarterly rebalance at the end of August, and with it came several new entrants. Each addition expands the reach of the index and reflects the growing importance of business development companies (BDCs)...
The myth: the only way to play the AI theme is through the megacaps tech stocks like Microsoft and Nvidia. The reality: No doubt there are a handful of mega-caps that benefit directly from the development and implementation of AI technologies. But from an investment perspective, we believe that the ...
Explore Active ETFs: Learn what differentiates them from other ETFs and why they're becoming increasingly attractive to today's investors.
adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna
