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
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