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
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
Letter
Dividend & Yield Q3 25 Recap
Quality Yield in a Narrow Market - DIVYS Outperforms Amid Concentrated Leadership
October 27, 2025
Videos
2025 Fall Outlook: The Hidden Engine of Growth; Understanding the US Economy in the Age of AI
Watch Hilton Capital Management's Webinar "The Hidden Engine of Growth Understanding the US Economy in the Age of AI"
October 27, 2025