HCM Insights

HCM Insights
In a market heavily dominated by the "Magnificent Seven" tech giants, the small and mid-cap sector may hold the key to new opportunities for investors. Tom Maher, Hilton’s Small & Mid Cap Opportunities portfolio manager, highlights the potential of this often-overlooked asset class in a video discussion on “UBS Trending.”
As the market prepares for potential shifts in 2025, Maher suggests that investors should pay closer attention to smaller companies trading at attractive valuations.
"Small and mid-cap stocks represent a 'somewhat forgotten asset class' with meaningful potential, in areas like reshoring, U.S. manufacturing growth, and more,” Maher shares.
Watch the full discussion to learn why 2025 could be their breakout year.
To learn more...
View our Small and Mid Cap Opportunities page or contact a Hilton representative today.
Hypha HubSpot Development (“Hypha”) and Hilton Capital Management staff (“HCM”) collaborated in the preparation of this article. Hypha is a marketing firm engaged and compensated by HCM. HCM has reviewed and approved this article for distribution. The information set forth in this article should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this article will come to pass. Investing in the markets involves gains and losses and may not be suitable for all investors. The information set forth in this article should not be considered a solicitation to buy or sell any security.
DIVYS Q2 2025 Review: Discover how strategic rotations into resilient sectors and quality stocks helped DIVYS outperform the market amid ongoing macroeconomic uncertainty.
The SMCO team reviews 2Q25: strong rebound, macro insights, and portfolio shifts amid volatility—plus what could lie ahead for small- and mid-cap equities.
Hilton Capital Management navigated Q2 2025 with tactical moves amid tariff tensions and robust AI spending, balancing equity exposure and short-duration fixed income for optimal returns.
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.
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 Portfolio Manager Tom Maher discusses Q1 2025's “crossfire hurricane” market, ongoing uncertainty, and what could lie ahead for SMID-cap investors.
With uncertainty rising, understanding economic cycles is key to smart investing. See how active management helps navigate economic trends and developments.
Hilton Capital Management’s SMCO and DIVYS strategies earn PSN Top Guns recognition for Q4 2024, highlighting strong performance and long-term success.
Alex Oxenham reviews the 2024 performance of the Dividend & Yield Strategy, with key insights and perspectives on what may lie ahead for 2025.