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
Tactical Income 1Q26: Preserving Flexibility Through a More Fragile Macro Regime
TI’s Q1 2026 review covers the portfolio’s outperformance amid rising inflation and geopolitical risk, and a shift to a more defensive stance going forward.
April 21, 2026
Letter
SMCO 1Q26 Letter: Close to the Edge
In SMCO’s Q1 2026 letter, we share how the SMID-cap portfolio navigated volatility and found opportunity in select AI, industrial, and defensive names.
April 15, 2026
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