Letter
A Market in Transition
October 24, 2024
Videos
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
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
From Concentration to Constellation: A Quarter of Widening Opportunities
October 16, 2024
Letter
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
Take a deep dive into HCM's Tactical Income Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more. Get it today!
Last Updated September 30, 2024
Decks and Factsheets
Take a deep dive into HCM's Dividend & Yield Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more. Get it today!
Last Updated September 30, 2024
Decks and Factsheets
Take a deep dive into HCM's Small and Mid Cap Opportunities Strategy with a deck & factsheet on its portfolio construction, performance, & more. Get it today!
Last Updated September 30, 2024
Decks and Factsheets
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
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
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
Navigating the Economic and Market Cross Currents
July 18, 2024
Letter
R(AI)se the Roof
July 17, 2024
Letter
Navigating Megatrend Titans
July 12, 2024
Decks and Factsheets
Learn more about HCM’s Efficient Tactical Income Strategy with the latest factsheet including portfolio highlights, sector analysis, and more. Get it today!
Last Updated June 30, 2024
Videos
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
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
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
Pushing Through the Market Square
April 15, 2024
Letter
Tale of Triumph
April 12, 2024
Letter
Riding the Macro Wave
April 10, 2024
Decks and Factsheets
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
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
Will the sun shine bright, or will the levee break?
January 16, 2024
Letter
Hilton reflects on a tumultuous 2023: the U.S. economy, Fed policy, financial markets, and Tactical Income Portfolio performance.
January 11, 2024
Letter
Rising interest rates and risk aversion: How the challenges of Q3 2023 impacted Hilton’s Dividend & Yield Strategy and insights on what lies ahead.
October 19, 2023
Videos
Download Hilton Capital Management's deck "Surprising Strength, Defense Stance, Aiming for Clarity" 2023 Winter Outlook for the insights, economic & market data that inform their macro view and strategies.
October 19, 2023
Letter
Will the sun shine bright, or will the levee break?
October 11, 2023
Letter
Hilton reviews a nerve-wracking Q3 2023 with insights on rising interest rates, continued economic uncertainty, and Tactical Income Strategy positioning.
October 06, 2023
Decks and Factsheets
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.
August 31, 2023
Letter
DIVYS Portfolio Manager Alex Oxenham shares his insights on a better-than-expected Q2 2023, portfolio performance, and positioning heading into Q3.
July 27, 2023
Videos
Watch Hilton Capital Management's Second Quarter 2023 Investor Webinar "Slow(er) Burn (For Longer)" for the insights, economic & market data that inform their macro view and strategies.
July 25, 2023
Letter
Same Old Thing In New Drag
July 19, 2023
Letter
The Power of Easing Financial Conditions
July 14, 2023
Podcasts
Alex talks about Tactical Income strategies, how they work, and how to incorporate them into investment portfolios.
June 12, 2023
Decks and Factsheets
Download Hilton Capital Management's deck "Set for Defense" 2022 Fall Outlook for the insights, economic & market data that inform their macro view and strategies.
April 21, 2023
Videos
Watch Hilton Capital Management's First Quarter 2023 Investor Webinar "Slow Burn" for the insights, economic & market data that inform their macro view and strategies.
April 20, 2023
Letter
The Tug of War Continues
April 06, 2023
Letter
DIVYS Portfolio Manager Alex Oxenham reports on a challenging Q1 2023 for markets and the portfolio's performance over the period.
April 06, 2023
Letter
Achilles Last Stand?* (*With the market being Achilles in this scenario)
April 06, 2023
Videos
Watch Hilton Capital Management's Fourth Quarter 2022 Investor Webinar "Hold the Fort" for the insights, economic & market data that inform their macro view and strategies.
January 12, 2023
Decks and Factsheets
Learn more about the benefits of separately managed accounts with this simple to follow one-page primer. Get it today!
December 13, 2022
Decks and Factsheets
Download Hilton Capital Management's deck "Tina Has Left the Chat" 2022 Winter Outlook for the insights, economic & market data that inform their macro view and strategies.
October 17, 2022
Videos
Watch Hilton Capital Management's Third Quarter 2022 Investor Webinar "Tina Has Left the Chat" for the insights, economic & market data that inform their macro view and strategies.
October 14, 2022
Videos
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
Learn why investors trust Hilton Capital Management in this engaging video story on the firm's founding and its people.
February 16, 2021
Videos
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
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
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
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
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
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
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
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