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
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