Hilton Capital Management
Disciplined Investing. Client Focused.
Hilton offers actively-managed, long-only balanced and equity strategies for institutions, individual investors, and their advisors, with products available on leading investment platforms and as separately managed accounts.
Hilton Capital manages more than $3 billion in assets across three investment strategies and a range of asset classes.
Tactical Income
A balanced total return strategy focused on income with reduced risk.
Small & Mid Cap Opportunities (SMCO)
A fundamentals-based SMID cap strategy seeking opportunistic, risk-adjusted investments
Dividend & Yield (DIVYS)
Low-beta, large-cap equity centered on dividends with sector adjustments.
Recent Posts
Navigating a Shifting Landscape: Defensive Repositioning and Selective Conviction in DIVYS 1Q25
A quarterly update on the Hilton Dividend & Yield Strategy (DIVYS), highlighting key market trends, portfolio adjustments, and the team’s outlook amid a changing economic and policy environment.
TI Q1 25 Recap: Weathering Crosscurrents — Tactical Positioning Amid Shifting Fundamentals and Rising Risk Asymmetry
Hilton’s Alex Oxenham reviews Tactical Income’s Q1 25 performance amid macro shifts, rising uncertainty, and risk, with insights on what may lie ahead.
SMCO Q1 25 Recap: Crossfire Hurricane & The New DDT
SMCO Portfolio Manager Tom Maher discusses Q1 2025's “crossfire hurricane” market, ongoing uncertainty, and what could lie ahead for SMID-cap investors.
Navigating Economic Cycles for Better Investing
With uncertainty rising, understanding economic cycles is key to smart investing. See how active management helps navigate economic trends and developments.
Hilton Capital Management Earns PSN Top Guns Recognition for Q4 2024
Hilton Capital Management’s SMCO and DIVYS strategies earn PSN Top Guns recognition for Q4 2024, highlighting strong performance and long-term success.
DIVYS 2024: Navigating Market Polarization
Alex Oxenham reviews the 2024 performance of the Dividend & Yield Strategy, with key insights and perspectives on what may lie ahead for 2025.
Resilience Rewarded: Delivering Strong Results in a Dichotomous Market Environment
Catch up on Hilton's Tactical Income Strategy Q4 2024 performance, recent portfolio adjustments, and the firm’s 2025 outlook amid a dynamic market environment.
Feeling Supersonic: SMCO 2024 Review and 2025 Outlook
Tom Maher, SMCO portfolio manager, recaps 2024’s market highs and lows and shares insights on Hilton, small-cap opportunities, and what 2025 may hold.
From the Desk of Jay Mastronardi: Navigating the M&A Resurgence一and What It Means for SMCO
Equity Analyst Jay Mastronardi discusses a possible 2025 M&A resurgence and its impact on the Small and Mid Cap Opportunities strategy.