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
Beyond Traditional Dividends: How DIVYs Compounded in 2025
In DIVY’s Q4 2025 review, the team discusses 2025’s key performance drivers and strategic milestones, and looks ahead to portfolio positioning and market opportunities in 2026.
Dancin’ with Mr. V: SMCO Year-End 2025 Letter
In SMCO’s Q4 2025 review, the team discusses 2025's policy uncertainty and volatility—and why strengthening smid-cap fundamentals favor gains in 2026.
TI 4Q / Full Year Recap: Managing Risk When Markets Reward Concentration
In TI’s Q4 2025 review, the team discusses navigating concentrated market leadership and how selectivity, quality, and durable income may shape 2026 strategy.
Index Evolution: Methodology Refinements & New Issuer Strengthen HBDC Benchmark
December’s rebalance brought methodology updates and a new issuer, enhancing the Hilton BDC Bond Index’s issuer selection, coverage, and diversification.
DIVYS Q3 25 Recap: Quality Yield in a Narrow Market - DIVYS Outperforms Amid Concentrated Leadership
DIVYS Q2 2025 Review: Discover how strategic rotations into resilient sectors and quality stocks helped DIVYS outperform the market amid ongoing macroeconomic uncertainty.
TI 3Q 25 Recap: Resilient Income in an AI-Driven Market
Review of Hilton Tactical Income Strategy's 3Q25 performance, highlighting disciplined risk management amid AI-driven market trends and inflationary pressures.
SMCO 3Q 25 Recap: Take a bow for the new revolution – Side Two of Who’s Next
Check out Hilton's 3Q25 SMCO Review: The team highlights small- and mid-cap trends, portfolio shifts, and outlook—balancing quality with risk and AI themes.
New Names Join Hilton’s BDC Corporate Bond Index: What Investors Should Know
Discover what the latest Solactive Hilton Capital BDC Corporate Bond TR Index rebalancing means for private credit investors.
From the Desk of Jay Mastronardi: Finding Opportunities Beyond the Megacaps in the AI & Data Center Boom
AI isn’t just for megacap tech. Discover how SMCO finds opportunities across data centers, energy, and small-cap innovators fueling the AI boom.