Videos • April 23, 2025
Meet Mike O'Brien
Meet Mike O'Brien, Investment Analyst at Hilton. Before joining Hilton, Mike built a strong foundation in sell-side research, specializing in special situations, corporate actions, and restructuring across both private and public markets. Now at Hilton, he values the firm's focus on long-term capital appreciation and asset management, which perfectly complements his expertise. Discover how Mike’s analytical skills and unique experience contribute to Hilton’s innovative investment strategies and client success. 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