|
2.9% |
|
8.9% |
|
5.6% |
|
2.3% |
|
13.2% |
|
10.1% |
|
15.7% |
|
16.6% |
|
10.8% |
|
7.1% |
|
4.2% |
|
2.5% |
Source: Indata Portfolio Holdings Report, 12/31/20
Throughout his career as a portfolio manager, Thomas Maher has been attracted to value but, more focused on a rigorous examination of company fundamentals. He attributes his long-term success in small and mid cap investment strategies to “rigorous research and a disciplined approach.” These characteristics demonstrate great philosophical alignment between Mr. Maher and the Hilton Capital investment team.
“Managing between 50 and 75 positions,” explains Maher, “is intense but I’ve found it to be a sweet spot. It’s narrow enough to allow for incredible depth of insight and knowledge into all of our key positions and broad enough to shed risk through diversification.”
The Small and Mid Cap Opportunities Strategy appeals to investors seeking exposure to small and mid cap equities, where diversification is critical but is not determined by index weights. The portfolio is comprised of dynamic companies from all sectors of the economy. The ability to consistently execute at a high level, outperform its peers and generate cash are all hallmarks of the equities we select.
Thomas Maher joins Bill Garvey, Craig O’Neill, Alexander Oxenham and Tim Reilly on the Hilton Investment team and serves as Portfolio Manager for the Small and Mid Cap Opportunities Strategy. Contact Hilton Capital Management today to consult with or book a member of our investment team for a conference or speaking engagement.