Skip to content

HCM Insights

The Case for Small & Mid Cap Opportunities in 2025


In a market heavily dominated by the "Magnificent Seven" tech giants, the small and mid-cap sector may hold the key to new opportunities for investors. Tom Maher, Hilton’s Small & Mid Cap Opportunities portfolio manager, highlights the potential of this often-overlooked asset class in a video discussion on “UBS Trending.”

As the market prepares for potential shifts in 2025, Maher suggests that investors should pay closer attention to smaller companies trading at attractive valuations.

"Small and mid-cap stocks represent a 'somewhat forgotten asset class' with meaningful potential, in areas like reshoring, U.S. manufacturing growth, and more,” Maher shares.

Watch the full discussion to learn why 2025 could be their breakout year.

UBS-Video-Thumbnail

blue shield

To learn more...
View our Small and Mid Cap Opportunities page or contact a Hilton representative today.

Hypha HubSpot Development (“Hypha”) and Hilton Capital Management staff (“HCM”) collaborated in the preparation of this article. Hypha is a marketing firm engaged and compensated by HCM. HCM has reviewed and approved this article for distribution. The information set forth in this article should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this article will come to pass. Investing in the markets involves gains and losses and may not be suitable for all investors. The information set forth in this article should not be considered a solicitation to buy or sell any security.

Recent Posts

Resilience Rewarded: Delivering Strong Results in a Dichotomous Market Environment

Resilience Rewarded: Delivering Strong Results in a Dichotomous Market Environment

Catch up on Hilton's Tactical Income Strategy Q4 2024 performance, recent portfolio adjustments, and the firm’s 2025 outlook amid a dynamic market environment.

arrow_circle_right
Feeling Supersonic: SMCO 2024 Review and 2025 Outlook

Feeling Supersonic: SMCO 2024 Review and 2025 Outlook

Tom Maher, SMCO portfolio manager, recaps 2024’s market highs and lows and shares insights on Hilton, small-cap opportunities, and what 2025 may hold.

arrow_circle_right
From the Desk of Jay Mastronardi: Navigating the M&A Resurgence一and What It Means for SMCO

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.

arrow_circle_right
The Case for Small & Mid Cap Opportunities in 2025

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.

arrow_circle_right
DIVYS 3Q 24 “A Market in Transition”

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.

arrow_circle_right
From Concentration to Constellation: A Quarter of Widening Opportunities

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.

arrow_circle_right
Small & Mid-Cap 3Q24 Market Review & Outlook: It Don't Come Easy

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.

arrow_circle_right
Unpacking the Reversals in Equity Price & Bond Yield Correlation

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.

arrow_circle_right
The Big Rotation: An Interview With Small & Mid Cap Manager Tom Maher

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.

arrow_circle_right

Connect

Ready to Get Started?

Contact the team at Hilton Capital Management today.

Contact Us