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Strategies

Small & Mid Cap Opportunities Strategy

At a Glance

  • A small- to mid-cap equity strategy with opportunistic investments considered on a risk-adjusted basis. 
  • A valuation-flexible approach spanning value, core, and growth, featuring a core profile with approximately 75% of holdings within Russell 2500 market cap range.
  • A disciplined approach, rigorous investment research and our extensive experience form the foundation of the process. 
  • 5+ years
     audited track record across a variety of market cycles.
  • Available on selected investment platforms or as an SMA.
“

Small & Mid Cap Opportunities can be an essential element of any equity allocation, offering diversified exposure beyond large-cap with lower risk compared to the small-cap equity universe.

- Tom Maher, Portfolio Manager

Video

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.

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Download Small & Mid Cap Opportunities Quarterly Materials

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Additional Resources

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

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

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

Letter

Small and Mid Cap Q2 24 Recap

R(AI)se the Roof

July 17, 2024

Letter

SMCO Recap and Q1 24 Markets

Pushing Through the Market Square

April 15, 2024

Letter

SMCO Recap and Q4 23 Markets

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

January 16, 2024

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