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
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
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 23, 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 20, 2026