Decks and Factsheets • May 05, 2026
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.
At a Glance
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. Hilton discusses themes such as AI-driven growth, labor market stagnation, tariff impacts, and moderating inflation amidst a stabilizing yet uneven U.S. economy.Instant Download
Recent Outlooks and Recaps
Letter
Tactical Income 2Q26: Strong Returns, Disciplined Mandate
Explore the Hilton Tactical Income Strategy's performance in Q2 2026 and its disciplined approach.
July 15, 2026
Videos
Spring 2026 Outlook – Summer of Supply Shocks
Watch Hilton Capital Management's Webinar "Summer of Supply Shocks"
May 05, 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 27, 2026