Quarterly Updates

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Decks and Factsheets

2024 Outlook

Download Hilton Capital Management's deck "Decoding 2024: Inflation’s Role in Economic Dynamics" 2024 Outlook for the insights, economic & market data that inform their macro view and strategies.

January 24, 2024

Videos

2024 Investor Webinar - Decoding 2024: Inflation’s Role in Economic Dynamics

Watch Hilton Capital Management's Webinar "Decoding 2024: Inflation's Role in Economic Dynamics" for the insights, economic & market data that inform their macro view and strategies.

January 24, 2024

SMCO Recap and Q4 23 Markets

Will the sun shine bright, or will the levee break?

January 16, 2024

Tactical Income Q4 23 Recap

Hilton reflects on a tumultuous 2023: the U.S. economy, Fed policy, financial markets, and Tactical Income Portfolio performance.

January 11, 2024

Decks and Factsheets

Tactical Income Strategy

Take a deep dive into HCM's Tactical Income Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more. Get it today!

Last Updated December 31, 2023

Decks and Factsheets

Dividend & Yield Strategy (DIVYS)

Take a deep dive into HCM's Dividend & Yield Strategy with a deck & factsheet on portfolio construction, risk-return profile, performance, & more. Get it today!

Last Updated December 31, 2023

Decks and Factsheets

Small and Mid Cap Opportunities Strategy

Take a deep dive into HCM's Small and Mid Cap Opportunities Strategy with a deck & factsheet on its portfolio construction, performance, & more. Get it today!

Last Updated December 31, 2023

Decks and Factsheets

Efficient Tactical Income Strategy

Learn more about HCM’s Efficient Tactical Income Strategy with the latest factsheet including portfolio highlights, sector analysis, and more. Get it today!

Last Updated December 31, 2023

DIVYS Q3 23 Recap

Rising interest rates and risk aversion: How the challenges of Q3 2023 impacted Hilton’s Dividend & Yield Strategy and insights on what lies ahead.

October 19, 2023

Videos

Third Quarter 2023 Investor Webinar - Surprising Strength, Defense Stance, Aiming for Clarity

Download Hilton Capital Management's deck "Surprising Strength, Defense Stance, Aiming for Clarity" 2023 Winter Outlook for the insights, economic & market data that inform their macro view and strategies.

October 19, 2023

SMCO Recap and Q3 23 Markets

Will the sun shine bright, or will the levee break?

October 11, 2023

Tactical Income Q3 23 Recap

Hilton reviews a nerve-wracking Q3 2023 with insights on rising interest rates, continued economic uncertainty, and Tactical Income Strategy positioning.

October 06, 2023

Decks and Factsheets

2023 Fall/Winter Outlook

Download Hilton Capital Management's deck "Slow Burn" 2023 Fall/Winter Outlook for the insights, economic & market data that inform their macro view and strategies.

August 31, 2023

DIVYS Q2 23 Recap

DIVYS Portfolio Manager Alex Oxenham shares his insights on a better-than-expected Q2 2023, portfolio performance, and positioning heading into Q3.

July 27, 2023

Videos

Second Quarter 2023 Investor Webinar - Slow(er) Burn (For Longer)

Watch Hilton Capital Management's Second Quarter 2023 Investor Webinar "Slow(er) Burn (For Longer)" for the insights, economic & market data that inform their macro view and strategies.

July 25, 2023

SMCO Recap and Q2 23 Markets

Same Old Thing In New Drag

July 19, 2023

Tactical Income Q2 23 Recap

The Power of Easing Financial Conditions

July 14, 2023

Podcasts

The Weighing Machine: Tactical Income Strategies with Hilton Capital Management's Alex Oxenham

Alex talks about Tactical Income strategies, how they work, and how to incorporate them into investment portfolios.

June 12, 2023

Decks and Factsheets

2023 Spring/Summer Outlook

Download Hilton Capital Management's deck "Set for Defense" 2022 Fall Outlook for the insights, economic & market data that inform their macro view and strategies.

April 21, 2023

Videos

First Quarter 2023 Investor Webinar - Slow Burn

Watch Hilton Capital Management's First Quarter 2023 Investor Webinar "Slow Burn" for the insights, economic & market data that inform their macro view and strategies.

April 20, 2023

Tactical Income Q1 23 Recap

The Tug of War Continues

April 06, 2023

DIVYS Q1 23 Recap

DIVYS Portfolio Manager Alex Oxenham reports on a challenging Q1 2023 for markets and the portfolio's performance over the period.

April 06, 2023

SMCO Recap and Q1 23 Markets

Achilles Last Stand?* (*With the market being Achilles in this scenario)

April 06, 2023

Videos

Fourth Quarter 2022 Investor Webinar - Hold the Fort

Watch Hilton Capital Management's Fourth Quarter 2022 Investor Webinar "Hold the Fort" for the insights, economic & market data that inform their macro view and strategies.

January 12, 2023

Decks and Factsheets

The Benefits of a Separately Managed Account at Hilton

Learn more about the benefits of separately managed accounts with this simple to follow one-page primer. Get it today!

December 13, 2022

Decks and Factsheets

2022 Winter Outlook

Download Hilton Capital Management's deck "Tina Has Left the Chat" 2022 Winter Outlook for the insights, economic & market data that inform their macro view and strategies.

October 17, 2022

Videos

Third Quarter 2022 Investor Webinar - Tina Has Left the Chat

Watch Hilton Capital Management's Third Quarter 2022 Investor Webinar "Tina Has Left the Chat" for the insights, economic & market data that inform their macro view and strategies.

October 14, 2022

Videos

Tactical Income Strategy Overview

In this video Hilton Capital Management's Investment Team discusses its flagship strategy Tactical Income and what makes it unique in the investment ecosystem.

February 17, 2021

Videos

Tactical Income Strategy: Where Does it Fit in a Portfolio?

Join Hilton Capital Management PM Alex Oxenham for a video discussion on where its flagship strategy Tactical Income fits into an investment portfolio.

February 17, 2021

Videos

Hilton Story & Philosophy

Learn why investors trust Hilton Capital Management in this engaging video story on the firm's founding and its people.

February 16, 2021

Videos

Why Registered Investment Advisors Work with Hilton

Learn why registered investment advisors (RIAs) enjoy working with Hilton Capital Management in this engaging video story on the firm and its advisor services.

February 16, 2021

Videos

What is Yield Curve Inversion?

In this video Hilton Capital Management Portfolio Manager Alex Oxenham discusses yield curve inversion and its significance to markets and investors.

February 16, 2021

Videos

Understanding Market Structure

In this video Hilton Capital Management President and PM Tim Reilly discusses market structure and its relevance to portfolio construction at Hilton.

February 16, 2021

Videos

Understanding Consumer Confidence

Join Hilton Capital Management PM Alex Oxenham for a video discussion on economic indicator consumer confidence and its significance to the markets and economy.

February 16, 2021

Videos

What Sets Hilton Apart

In this video HCM PM Alex Oxenham shares how Hilton's unique investment approach and income sources set Hilton apart from other firms in the investment space.

February 16, 2021

Videos

Where Hilton Fits in a Portfolio

In this video Hilton's CEO Craig O'Neill discusses where an HCM Tactical Income allocation fits into almost anyone's investment portfolio.

February 16, 2021

Videos

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.

August 13, 2020

Videos

Efficient Tactical Income Overview

In this video Hilton Capital Management's Investment Team discusses the Efficient Tactical Income strategy and what makes it unique in the investment ecosystem.

May 05, 2020

Videos

Dividend & Yield Strategy Overview

In this video Hilton Capital Management's Investment Team discusses the Dividend & Yiled (DIVYS) Strategy and what makes it unique in the investment ecosystem.

April 23, 2020

Podcasts

Alexander Oxenham on "The Mike Alkin Show"

Join podcast host and hedge fund vet Mike Alkin for a lively chat with Hilton Capital PM Alex Oxenham. Topics include Oxenham's investment approach and outlook.

August 16, 2018