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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 $2.8 billion in assets across three investment strategies and a range of asset classes.

Investing with Intent

Featured Strategies & Products

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.

Quick Takes

Resources

SMCO Overview

Small & Mid Cap Opportunities 

A fundamentals-based SMID cap strategy seeking opportunistic, risk-adjusted investments.

DIVYS Overview

Dividend & Yield 

Low-beta, large-cap equity centered on dividends with sector adjustments.

Recent Posts

The Case for Small & Mid Cap Opportunities in 2025

The Case for Small & Mid Cap Opportunities in 2025

Join Tom Maher on UBS Trending as he discusses the potential of small and mid-cap stocks in 2025 and why they may be the market's next big opportunity.

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DIVYS 3Q 24 “A Market in Transition”

DIVYS 3Q 24 “A Market in Transition”

The DIVYS team breaks down Q3 24 Dividend & Yield performance with key insights and market trends amid an increasingly complex economic landscape.

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From Concentration to Constellation: A Quarter of Widening Opportunities

From Concentration to Constellation: A Quarter of Widening Opportunities

Hilton reviews 3Q24 Tactical Income performance, market trends, and outlook, including commentary on a broadening market, softening employment, and more.

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Small & Mid-Cap 3Q24 Market Review & Outlook: It Don't Come Easy

Small & Mid-Cap 3Q24 Market Review & Outlook: It Don't Come Easy

Portfolio Manager Tom Maher breaks down SMCO 3Q24 performance, including market analysis and outlook amid an evolving economic environment.

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Unpacking the Reversals in Equity Price & Bond Yield Correlation

Unpacking the Reversals in Equity Price & Bond Yield Correlation

Explore how shifts in equity and bond correlations impact portfolio strategies, and why diversification is key to navigating uncertain market conditions.

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The Big Rotation: An Interview With Small & Mid Cap Manager Tom Maher

The Big Rotation: An Interview With Small & Mid Cap Manager Tom Maher

Hilton’s Tom Maher discusses the market's challenges and opportunities in SMID stocks after recent turbulence, with insights on what investors can expect ahead.

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SMCO Q2 24 Recap: R(AI)se the Roof

SMCO Q2 24 Recap: R(AI)se the Roof

Check out the SMCO portfolio update for 2Q24, including market analysis, portfolio results, and forward outlook amid a challenging economic environment.

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Tactical Income Q2 24 Recap: Navigating the Economic and Market Cross Currents

Tactical Income Q2 24 Recap: Navigating the Economic and Market Cross Currents

Mixed market outcomes and economic cross currents: How the challenges of Q2 2024 impacted Hilton’s Tactical Income strategy and insights on what lies ahead.

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DIVYS Q2 24 Recap: Navigating Megatrend Titans

DIVYS Q2 24 Recap: Navigating Megatrend Titans

Explore Hilton’s Q2 2024 Dividend & Yield Strategy performance analysis, including key insights, portfolio adjustments, and market trends affecting results.

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Hilton Capital Management

What Sets Us Apart

  • Our Vision: Preserve and cultivate our entrepreneurial spirit to build enduring relationships.
  • Our Mission: A client-focused culture that values partnership, authenticity, and trust.
  • Our Values: Integrity, accountability, discipline, and entrepreneurship are at the heart of what we do.