Videos • April 23, 2025
Meet Tim Reilly
Meet Tim Reilly, President at Hilton. With 8 years at Hilton and a distinguished career on the sell side, where he managed Global Convertible Securities at BankAmerica, Tim made the strategic pivot to the buy side to fully leverage his extensive skill set and deep market expertise. Joining Hilton presented the perfect opportunity to contribute to a boutique asset manager, where he could play a pivotal role in driving the firm’s growth and success. Tim’s leadership reflects his commitment to fostering innovation and delivering exceptional results, solidifying Hilton’s reputation as a trusted partner in asset management. Watch the full video below.
Recent Outlooks and Recaps
Videos
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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