Videos • February 04, 2025
Tactical Income Strategy Overview
20+ Years of Success: Hilton's Tactical Income Strategy. Hilton’s celebrated Tactical Income strategy has been a cornerstone of the firm for over 20 years. As its flagship offering, this strategy focuses on consistent volatility, emphasizing income, with growth as a secondary goal. Its tactical approach adapts to economic cycles, leveraging dynamic insights to meet evolving market conditions. To learn more, 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