Videos • July 23, 2024
Small & Mid Cap Opportunities Strategy Overview
In this video Hilton's Investment Team discusses the Small and Mid Cap Opportunities Strategy and what makes it unique in the investment ecosystem.
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