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 "Summer of Supply Shocks"
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Download Hilton Capital Management's deck "Summer of Supply Shocks" 2026 Spring Outlook for the insights and economic and market data that inform their macro view and strategies.
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Letter
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In DIVY’s Q1 2026 review, the team discusses key performance drivers and portfolio activity, and looks ahead to positioning in 2026.
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