Focusing on the company’s cornerstone of risk management and capital preservation, veteran portfolio manager Tom Maher has joined Hilton Capital Management to launch the Small and Mid Cap Opportunities Strategy (SMCO).
Thomas Maher is a portfolio manager with more than 30 years experience with organizations such as Lynch & Mayer, Centurion Investment Group and Invesco. Most recently, Maher was a partner with investment firm Lord Abbett where he co-managed the smid cap, mid cap and micro cap value equities strategy.
The strategy Mr. Maher has been chosen to lead focuses on company-level research, where risk is reduced through a full understanding of company fundamentals and relevant valuation parameters. The investment philosophy employed is value-oriented, but does not limit the universe only to traditional value stocks. The portfolio is comprised of more than 50 small and mid cap stocks from all parts of the economy and is designed to generate attractive, risk-adjusted results.
The SMCO strategy appeals to investors seeking exposure to small and midcap equities where diversification is critical, but not based on index weights.
“I’m excited to be part of the Hilton team,” says Thomas Maher. “I was attracted to the team's similar views on investing, and believe my small and mid cap equity strategy will be a nice addition to the Hilton product offerings. I’m energized to focus on this new strategy, and look forward to collaborating with the other investment professionals at the firm,”
Sharing in Maher's excitement is Hilton Capital CEO and President Craig O'Neill. “The Small to Mid Cap Opportunities Strategy represents a very exciting and important expansion to our strategic offerings,” he noted. “This development allows us to introduce investors to small and mid cap equities while maintaining one of our guiding philosophies of dampening market volatility and I believe we have made an excellent choice in selecting Tom Maher to head it.”