Quarterly Updates

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Dividend and Yield Q3 24 Recap

A Market in Transition

October 24, 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 23, 2024

Letter

Tactical Income Q3 24 Recap

From Concentration to Constellation: A Quarter of Widening Opportunities

October 16, 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.

October 10, 2024

Decks and Factsheets

Tactical Income Strategy

Take a deep dive into HCM's Tactical Income Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more.

Last Updated September 30, 2024

Decks and Factsheets

Dividend & Yield Strategy (DIVYS)

Take a deep dive into HCM's Dividend & Yield Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more.

Last Updated September 30, 2024

Decks and Factsheets

Small and Mid Cap Opportunities Strategy

Take a deep dive into HCM's Small and Mid Cap Opportunities Strategy with a deck & factsheet on its portfolio construction, performance, & more.

Last Updated September 30, 2024

Decks and Factsheets

Efficient Tactical Income Strategy

Learn more about HCM’s Efficient Tactical Income Strategy with the latest factsheet including portfolio highlights, sector analysis, and more.

Last Updated September 30, 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.

August 09, 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 24, 2024

Videos

Small & Mid Cap Opportunities Strategy Overview

In this video Hilton's Investment Team discusses the Small and Mid Cap Opportunities Strategy and what makes it unique in the investment ecosystem.

July 23, 2024

Letter

Tactical Income Q2 24 Recap

Navigating the Economic and Market Cross Currents

July 18, 2024

Letter

Small and Mid Cap Q2 24 Recap

R(AI)se the Roof

July 17, 2024

Letter

Dividend and Yield Q2 24 Recap

Navigating Megatrend Titans

July 12, 2024

Videos

Dividend & Yield Strategy Overview

In this video Hilton Capital Management's Investment Team discusses the Dividend & Yiled (DIVYS) Strategy and what makes it unique in the investment ecosystem.

June 24, 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.

April 16, 2024

Letter

SMCO Recap and Q1 24 Markets

Pushing Through the Market Square

April 15, 2024

Letter

DIVYS Q1 24 Recap

Tale of Triumph

April 12, 2024

Letter

Tactical Income Q1 24 Recap

Riding the Macro Wave

April 10, 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 24, 2024

Letter

SMCO Recap and Q4 23 Markets

Will the sun shine bright, or will the levee break?

January 16, 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.

January 11, 2024

Podcasts

The Weighing Machine: Tactical Income Strategies with Hilton Capital Management's Alex Oxenham

Alex talks about Tactical Income strategies, how they work, and how to incorporate them into investment portfolios.

June 12, 2023

Decks and Factsheets

The Benefits of a Separately Managed Account at Hilton

Learn more about the benefits of separately managed accounts with this simple to follow one-page primer.

December 13, 2022

Videos

Tactical Income Strategy: Where Does it Fit in a Portfolio?

Join Hilton Capital Management PM Alex Oxenham for a video discussion on where its flagship strategy Tactical Income fits into an investment portfolio.

February 17, 2021

Videos

Hilton Story & Philosophy

Learn why investors trust Hilton Capital Management in this engaging video story on the firm's founding and its people.

February 16, 2021

Videos

Why Registered Investment Advisors Work with Hilton

Learn why registered investment advisors (RIAs) enjoy working with Hilton Capital Management in this engaging video story on the firm and its advisor services.

February 16, 2021

Videos

What is Yield Curve Inversion?

In this video Hilton Capital Management Portfolio Manager Alex Oxenham discusses yield curve inversion and its significance to markets and investors.

February 16, 2021

Videos

Understanding Market Structure

In this video Hilton Capital Management President and PM Tim Reilly discusses market structure and its relevance to portfolio construction at Hilton.

February 16, 2021

Videos

Understanding Consumer Confidence

Join Hilton Capital Management PM Alex Oxenham for a video discussion on economic indicator consumer confidence and its significance to the markets and economy.

February 16, 2021

Videos

What Sets Hilton Apart

In this video HCM PM Alex Oxenham shares how Hilton's unique investment approach and income sources set Hilton apart from other firms in the investment space.

February 16, 2021

Videos

Where Hilton Fits in a Portfolio

In this video Hilton's CEO Craig O'Neill discusses where an HCM Tactical Income allocation fits into almost anyone's investment portfolio.

February 16, 2021

Videos

Efficient Tactical Income Overview

In this video Hilton Capital Management's Investment Team discusses the Efficient Tactical Income strategy and what makes it unique in the investment ecosystem.

May 05, 2020

Podcasts

Alexander Oxenham on "The Mike Alkin Show"

Join podcast host and hedge fund vet Mike Alkin for a lively chat with Hilton Capital PM Alex Oxenham. Topics include Oxenham's investment approach and outlook.

August 16, 2018