Videos • January 11, 2025
Meet Tom Maher
Veteran small/mid-cap manager Tom Maher joined Hilton to launch the Small & Mid Cap Opportunities strategy. In this video, he discusses his investment approach, shaped by decades of experience and enhanced by Hilton's macroeconomic framework and shared focus on risk management. Watch the full discussion 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