Videos • January 10, 2025
Meet Jason Mastronardi
Meet Jason Mastronardi, the newest member of Hilton's SMCO team. A seasoned Equity Analyst, Jason joins Portfolio Manager Tom Maher as we continue to expand our investment bench. Together, they form a powerful partnership in small and mid-cap investing, blending their complementary expertise in value/growth and tech/consumer sectors. Watch the full video to learn more about Jason's story!
Recent Outlooks and Recaps
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.
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