Resources
Outlooks and Recaps
Discussion of economic trends and quarterly performance from the Hilton portfolio managers
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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.