Resources
Outlooks and Recaps
Discussion of economic trends and quarterly performance from the Hilton portfolio managers
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January 28, 2025 | Decks and Factsheets
2025 Winter Outlook
Download Hilton Capital Management's deck "Navigating the Crosswinds of Change" 2025 Winter Outlook for the insights and economic and market data that inform their macro view and strategies.
January 23, 2025 | Videos
2025 Investor Webinar: Navigating the Crosswinds of Change
Watch Hilton Capital Management's Webinar "Navigating the Crosswinds of Change" for the insights, economic & market data that inform their macro view and strategies.
January 21, 2025 | Letter
Dividend & Yield Q4 24 Recap
Alex Oxenham reviews the 2024 performance of the Dividend & Yield Strategy, with key insights and perspectives on what may lie ahead for 2025.
January 16, 2025 | Letter
Tactical Income Q4 24 Recap
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.
January 14, 2025 | Letter
Small and Mid Cap Q4 24 Recap
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.
October 23, 2024 | Videos
Third Quarter 2024 Investor Webinar - Navigating Economic Shifts
Watch Hilton Capital Management's Webinar "2024 Fall Outlook: Navigating Economic Shifts" for the insights, economic & market data that inform their macro view and strategies.
October 23, 2024 | Decks and Factsheets
2024 Fall Outlook
Download Hilton Capital Management's deck "Navigating Economic Shifts" 2024 Fall Outlook for the insights, economic & market data that inform their macro view and strategies.
October 16, 2024 | Letter
Tactical Income Q3 24 Recap
From Concentration to Constellation: A Quarter of Widening Opportunities
October 10, 2024 | Letter
Small and Mid Cap Q3 24 Recap
Portfolio Manager Tom Maher breaks down SMCO 3Q24 performance, including market analysis and outlook amid an evolving economic environment.
August 09, 2024 | Decks and Factsheets
2024 Summer Outlook
Download Hilton Capital Management's deck "Strength in a Slowing Landscape" 2024 Summer Outlook for the insights, economic & market data that inform their macro view and strategies.
July 24, 2024 | Videos
Second Quarter 2024 Investor Webinar - Strength in a Slowing Landscape
Watch Hilton Capital Management's Webinar "2024 Summer Outlook: Strength in a Slowing Landscape" for the insights, economic & market data that inform their macro view and strategies.
July 18, 2024 | Letter
Tactical Income Q2 24 Recap
Navigating the Economic and Market Cross Currents
April 16, 2024 | Videos
Q1 24 Investor Webinar - 2024's Market Melody: High Notes and Divergent Tunes
Watch Hilton Capital Management's Webinar "2024's Market Melody: High Notes and Divergent Tunes" for the insights, economic & market data that inform their macro view and strategies.
April 16, 2024 | Decks and Factsheets
Spring 2024 Economic Outlook
Download Hilton Capital Management's deck "Slow Burn" 2023 Fall/Winter Outlook for the insights, economic & market data that inform their macro view and strategies.
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January 24, 2024 | Decks and Factsheets
2024 Outlook
Download Hilton Capital Management's deck "Decoding 2024: Inflation’s Role in Economic Dynamics" 2024 Outlook for the insights, economic & market data that inform their macro view and strategies.
January 24, 2024 | Videos
2024 Investor Webinar - Decoding 2024: Inflation’s Role in Economic Dynamics
Watch Hilton Capital Management's Webinar "Decoding 2024: Inflation's Role in Economic Dynamics" for the insights, economic & market data that inform their macro view and strategies.
January 16, 2024 | Letter
SMCO Recap and Q4 23 Markets
Will the sun shine bright, or will the levee break?
January 11, 2024 | Letter
Tactical Income Q4 23 Recap
Hilton reflects on a tumultuous 2023: the U.S. economy, Fed policy, financial markets, and Tactical Income Portfolio performance.