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
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 21, 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.
April 15, 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 28, 2026