Resources
Outlooks and Recaps
Discussion of economic trends and quarterly performance from the Hilton portfolio managers
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May 05, 2026 | Videos
Spring 2026 Outlook – Summer of Supply Shocks
Watch Hilton Capital Management's Webinar "Summer of Supply Shocks"
May 05, 2026 | Decks and Factsheets
Spring 2026 Outlook
Download Hilton Capital Management's deck "Summer of Supply Shocks" 2026 Spring Outlook for the insights and economic and market data that inform their macro view and strategies.
April 27, 2026 | Letter
DIVYS 1Q26: Navigating a More Fragile Regime While Preserving Downside Discipline
In DIVY’s Q1 2026 review, the team discusses key performance drivers and portfolio activity, and looks ahead to positioning in 2026.
April 21, 2026 | Letter
Tactical Income 1Q26: Preserving Flexibility Through a More Fragile Macro Regime
TI’s Q1 2026 review covers the portfolio’s outperformance amid rising inflation and geopolitical risk, and a shift to a more defensive stance going forward.
April 15, 2026 | Letter
SMCO 1Q26 Letter: Close to the Edge
In SMCO’s Q1 2026 letter, we share how the SMID-cap portfolio navigated volatility and found opportunity in select AI, industrial, and defensive names.
January 28, 2026 | Videos
Early 2026 Update: Uncommon Times: Fed Policy, Labor Trends, and the Road Ahead
Watch Hilton Capital Management's Webinar "Uncommon Times: Fed Policy, Labor Trends, and the Road Ahead"
January 23, 2026 | Letter
Dividend & Yield Q4 25 Recap
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.
January 20, 2026 | Letter
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.
January 16, 2026 | Letter
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.
October 28, 2025 | Decks and Factsheets
2025 Fall Outlook
Download Hilton Capital Management's deck "The Hidden Engine of Growth: Understanding the US Economy in the Age of AI" 2025 Fall Outlook for the insights and economic and market data that inform their macro view and strategies.
October 27, 2025 | Letter
Dividend & Yield Q3 25 Recap
Quality Yield in a Narrow Market - DIVYS Outperforms Amid Concentrated Leadership
October 27, 2025 | Videos
2025 Fall Outlook: The Hidden Engine of Growth; Understanding the US Economy in the Age of AI
Watch Hilton Capital Management's Webinar "The Hidden Engine of Growth Understanding the US Economy in the Age of AI"
October 21, 2025 | Letter
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.
October 10, 2025 | Letter
Small and Mid Cap Q3 25 Recap
Take a bow for the new revolution – Side Two of Who’s Next
August 06, 2025 | Decks and Factsheets
2025 Summer Outlook
Download Hilton Capital Management's deck "Fragmented World: Fragile Growth A New Era of Uncertainty" 2025 Summer Outlook for the insights and economic and market data that inform their macro view and strategies.
July 22, 2025 | Videos
Summer 2025 Investor Webinar - Fragmented World: Fragile Growth A New Era of Uncertainty
Watch Hilton Capital Management's Webinar "Fragmented World: Fragile Growth A New Era of Uncertainty" for the insights, economic & market data that inform their macro view and strategies.
July 11, 2025 | Letter
Tactical Income Q2 25 Recap
From Tariff Turbulence to AI Tailwinds: Navigating 2Q25
June 29, 2025 | Letter
Dividend & Yield Q2 25 Recap
Compounding Through the Noise — How DIVYS Pulled Ahead
May 02, 2025 | Letter
Dividend & Yield Q1 25 Recap
Navigating a Shifting Landscape: Defensive Repositioning and Selective Conviction in DIVYS 1Q25
April 24, 2025 | Videos
First Quarter 2025 Investor Webinar - Soft Landing–Hard Headwind: The Economic Cost of Trade Uncertainty
Watch Hilton Capital Management's Webinar "Soft Landing–Hard Headwind: The Economic Cost of Trade Uncertainty" for the insights, economic & market data that inform their macro view and strategies.
April 24, 2025 | Decks and Factsheets
2025 Spring Outlook
Download Hilton Capital Management's deck "Soft Landing—Hard Headwind: The Economic Cost of Trade Uncertainty" 2025 Spring Outlook for the insights and economic and market data that inform their macro view and strategies.
April 23, 2025 | Letter
Tactical Income Q1 25 Recap
Weathering Crosscurrents — Tactical Positioning Amid Shifting Fundamentals and Rising Risk Asymmetry
April 14, 2025 | Letter
Small and Mid Cap Q1 25 Recap
SMCO Portfolio Manager Tom Maher discusses Q1 2025's “crossfire hurricane” market, ongoing uncertainty, and what could lie ahead for SMID-cap investors.
January 28, 2025 | Decks and Factsheets
2025 Winter Outlook
Download Hilton Capital Management's deck "Navigating the Crosswinds of Change" 2025 Winter Outlook for the insights and economic and market data that inform their macro view and strategies.
January 23, 2025 | Videos
2025 Investor Webinar: Navigating the Crosswinds of Change
Watch Hilton Capital Management's Webinar "Navigating the Crosswinds of Change" for the insights, economic & market data that inform their macro view and strategies.
January 21, 2025 | Letter
Dividend & Yield Q4 24 Recap
Alex Oxenham reviews the 2024 performance of the Dividend & Yield Strategy, with key insights and perspectives on what may lie ahead for 2025.
January 16, 2025 | Letter
Tactical Income Q4 24 Recap
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.
January 14, 2025 | Letter
Small and Mid Cap Q4 24 Recap
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.
October 16, 2024 | Letter
Tactical Income Q3 24 Recap
From Concentration to Constellation: A Quarter of Widening Opportunities
October 10, 2024 | Letter
Small and Mid Cap Q3 24 Recap
Portfolio Manager Tom Maher breaks down SMCO 3Q24 performance, including market analysis and outlook amid an evolving economic environment.
July 18, 2024 | Letter
Tactical Income Q2 24 Recap
Navigating the Economic and Market Cross Currents
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January 16, 2024 | Letter
SMCO Recap and Q4 23 Markets
Will the sun shine bright, or will the levee break?
January 11, 2024 | Letter
Tactical Income Q4 23 Recap
Hilton reflects on a tumultuous 2023: the U.S. economy, Fed policy, financial markets, and Tactical Income Portfolio performance.