Videos • April 09, 2025
Meet Alex Oxenham
Meet Alex Oxenham, Partner & Co-Chief Investment Officer at Hilton. With 13 years at Hilton and a wealth of experience from his time at a large NYC multinational bank, Alex has honed his expertise in crafting impactful investment strategies. Discover how his strengths elevate Hilton’s dynamic investment process and why Investment Committee meetings foster rigorous analysis, collaboration, and creative perspectives. Watch the full video below.
Recent Outlooks and Recaps
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 20, 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.
January 16, 2026
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 28, 2025