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Video shorts from the Hilton team on the firm and its strategies
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February 04, 2025 | Videos
Tactical Income Strategy Overview
20+ Years of Success: Hilton's Tactical Income Strategy Hilton’s celebrated Tactical Income strategy has been a cornerstone of the firm for over 20 years. As its flagship offering, this strategy focuses on consistent volatility, emphasizing income, with growth as a secondary goal. Its tactical approach adapts to economic cycles, leveraging dynamic insights to meet evolving market conditions. To learn more, watch the full video below.
February 04, 2025 | Videos
Where Does Hilton's Tactical Income Strategy Fit in a Portfolio?
Maximizing Portfolio Potential with Tactical Income Hilton’s flagship Tactical Income strategy stands out for many reasons, including its versatility—it can help generate income, mitigate overall portfolio risk, and, in some cases, support capital appreciation. Focusing on longer-term economic cycles, this adaptable approach fits seamlessly into a wide range of strategies, avoiding short-term market noise while adjusting risk to meet changing environments. To learn more about how Tactical Income can help bring balance, adaptability, and long-term value to your portfolio, watch the full video.
January 11, 2025 | Videos
Meet Tom Maher
Veteran small/mid-cap manager Tom Maher joined Hilton to launch the Small & Mid Cap Opportunities strategy. In this video, he discusses his investment approach, shaped by decades of experience and enhanced by Hilton's macroeconomic framework and shared focus on risk management. Watch the full discussion below.
January 10, 2025 | Videos
The Importance of Management Teams
What makes a company investment-worthy? SMCO Portfolio Manager Tom Maher shares key indicators he looks for, including the company management team itself. Key signals? Operating margins, balance sheet discipline, and whether management's actions一across growth, profit, and M&A一align with his understanding of their strategy.
January 10, 2025 | Videos
Navigating Market Changes
SMCO Portfolio Manager Tom Maher reflects on the significant market changes over the past five years, including the massive rise of passive investments and their related repositionings. He highlights how the team navigates tactical changes in the portfolio, where appropriate, in response, focusing on signals over noise while adhering to a disciplined, long-term investment philosophy. Watch the video to learn more.
January 10, 2025 | Videos
Meet Jason Mastronardi
Meet Jason Mastronardi, the newest member of Hilton's SMCO team. A seasoned Equity Analyst, Jason joins Portfolio Manager Tom Maher as we continue to expand our investment bench. Together, they form a powerful partnership in small and mid-cap investing, blending their complementary expertise in value/growth and tech/consumer sectors. Watch the full video to learn more about Jason's story!
January 10, 2025 | Videos
Active vs. Passive Management
Active management is crucial in the small and mid-cap space, where companies often rely on unproven business models and face funding challenges. Active management can uncover these risks and opportunities. Watch Hilton’s Tom Maher, SMCO Portfolio Manager, explain more.
January 10, 2025 | Videos
Where does SMCO fit in a portfolio?
Discover how Hilton’s Small & Mid Cap Opportunities (SMCO) strategy can enhance your portfolio with targeted exposure to small and mid-cap assets. As a flexible, core holding, SMCO complements large-cap and diverse assets with a balanced risk approach. Watch the SMCO team explain more in the the video below.
July 23, 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.
June 24, 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.