Videos • January 10, 2025
The Importance of Management Teams
What makes a company investment-worthy? SMCO Portfolio Manager Tom Maher shares key indicators he looks for, including the company management team itself. Key signals? Operating margins, balance sheet discipline, and whether management's actions一across growth, profit, and M&A一align with his understanding of their strategy.
Recent Outlooks and Recaps
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Watch Hilton Capital Management's Webinar "Uncommon Times: Fed Policy, Labor Trends, and the Road Ahead"
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Dividend & Yield Q4 25 Recap
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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