Resources
Video Library
Video shorts from the Hilton team on the firm and its strategies
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May 29, 2025 | Videos
Meet Megan Fox
Meet Megan Fox, Vice President of Sales & Marketing at Hilton Capital Management After building her career at a large broker-dealer, Megan joined Hilton with a clear purpose: to contribute more directly to the firm’s growth and deepen relationships with clients. She brings a sharp focus to long-term partnerships and works closely with clients to align Hilton’s investment strategies with their evolving goals. Click below to hear Megan’s take on what drives her work—and how Hilton is positioned to support client success.
May 29, 2025 | Videos
Meet Jessica W. Jennings
Introducing Jessica W. Jennings, Director, Institutional Sales at Hilton Capital Management Jessica has forged an illustrious career in institutional sales—working across boutiques, large banks, and financial institutions. What drew her to Hilton? An exciting opportunity to represent a manager with real investment acumen, untapped capacity, and a differentiated approach that hasn’t yet been fully discovered by the market. Watch the video to hear why Jessica believes Hilton is uniquely positioned to add lasting value to institutional portfolios.
May 29, 2025 | Videos
Access That Sets Us Apart: Hilton for RIAs
At Hilton Capital Management, access isn’t an afterthought—it’s a core part of how we work with clients. In this short video, hear directly from the team about why we prioritize open lines of communication with our RIA clients, including direct access to our Investment Committee. From evolving macro perspectives to day-to-day insights, we believe transparency and partnership lead to better outcomes—for RIAs and their clients.
April 23, 2025 | Videos
Meet Mike O'Brien
Meet Mike O'Brien, Investment Analyst at Hilton Before joining Hilton, Mike built a strong foundation in sell-side research, specializing in special situations, corporate actions, and restructuring across both private and public markets. Now at Hilton, he values the firm's focus on long-term capital appreciation and asset management, which perfectly complements his expertise. Discover how Mike’s analytical skills and unique experience contribute to Hilton’s innovative investment strategies and client success. Watch the full video below.
April 23, 2025 | Videos
Meet Tim Reilly
Meet Tim Reilly, President at Hilton With 8 years at Hilton and a distinguished career on the sell side, where he managed Global Convertible Securities at BankAmerica, Tim made the strategic pivot to the buy side to fully leverage his extensive skill set and deep market expertise. Joining Hilton presented the perfect opportunity to contribute to a boutique asset manager, where he could play a pivotal role in driving the firm’s growth and success. Tim’s leadership reflects his commitment to fostering innovation and delivering exceptional results, solidifying Hilton’s reputation as a trusted partner in asset management. Watch the full video below.
April 17, 2025 | Videos
Hilton on Hilton: What Sets Us Apart
Discover what makes Hilton Capital Management unique: where investment excellence meets true client partnership. Guided by a risk-intelligent approach, the firm's strategies are designed to smooth the ride for investors, regardless of market conditions. With a foundation rooted in entrepreneurial vision and institutional rigor, Hilton’s collaborative investment process and in-depth research provide a distinctive perspective. Watch the full video to learn more.
April 09, 2025 | Videos
Meet Alex Oxenham
Meet Alex Oxenham, Partner & Co-Chief Investment Officer at Hilton With 13 years at Hilton and a wealth of experience from his time at a large NYC multinational bank, Alex has honed his expertise in crafting impactful investment strategies. Discover how his strengths elevate Hilton’s dynamic investment process and why Investment Committee meetings foster rigorous analysis, collaboration, and creative perspectives. Watch the full video below!
April 09, 2025 | Videos
Meet Craig O’Neill
Meet Craig O’Neill, Chief Executive Officer at Hilton Since joining Hilton in 2010 after a sell-side career in prime brokerage, Craig has been instrumental in driving the firm's significant growth in both team size and AUM. In the video below, he reflects on the rewarding journey of building on a strong foundation with a proven strategy and track record. Discover how Hilton’s entrepreneurial spirit, led by Craig and embodied by a passionate team, continues to inspire innovation and a shared drive toward success. Watch the full video below!
February 04, 2025 | Videos
Tactical Income Strategy Overview
20+ Years of Success: Hilton's Tactical Income Strategy Hilton’s celebrated Tactical Income strategy has been a cornerstone of the firm for over 20 years. As its flagship offering, this strategy focuses on consistent volatility, emphasizing income, with growth as a secondary goal. Its tactical approach adapts to economic cycles, leveraging dynamic insights to meet evolving market conditions. To learn more, watch the full video below.
February 04, 2025 | Videos
Where Does Hilton's Tactical Income Strategy Fit in a Portfolio?
Maximizing Portfolio Potential with Tactical Income Hilton’s flagship Tactical Income strategy stands out for many reasons, including its versatility—it can help generate income, mitigate overall portfolio risk, and, in some cases, support capital appreciation. Focusing on longer-term economic cycles, this adaptable approach fits seamlessly into a wide range of strategies, avoiding short-term market noise while adjusting risk to meet changing environments. To learn more about how Tactical Income can help bring balance, adaptability, and long-term value to your portfolio, watch the full video.
January 11, 2025 | Videos
Meet Tom Maher
Veteran small/mid-cap manager Tom Maher joined Hilton to launch the Small & Mid Cap Opportunities strategy. In this video, he discusses his investment approach, shaped by decades of experience and enhanced by Hilton's macroeconomic framework and shared focus on risk management. Watch the full discussion below.
January 10, 2025 | Videos
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.
January 10, 2025 | Videos
Navigating Market Changes
SMCO Portfolio Manager Tom Maher reflects on the significant market changes over the past five years, including the massive rise of passive investments and their related repositionings. He highlights how the team navigates tactical changes in the portfolio, where appropriate, in response, focusing on signals over noise while adhering to a disciplined, long-term investment philosophy. Watch the video to learn more.
January 10, 2025 | Videos
Meet Jason Mastronardi
Meet Jason Mastronardi, the newest member of Hilton's SMCO team. A seasoned Equity Analyst, Jason joins Portfolio Manager Tom Maher as we continue to expand our investment bench. Together, they form a powerful partnership in small and mid-cap investing, blending their complementary expertise in value/growth and tech/consumer sectors. Watch the full video to learn more about Jason's story!
January 10, 2025 | Videos
Active vs. Passive Management
Active management is crucial in the small and mid-cap space, where companies often rely on unproven business models and face funding challenges. Active management can uncover these risks and opportunities. Watch Hilton’s Tom Maher, SMCO Portfolio Manager, explain more.
January 10, 2025 | Videos
Where does SMCO fit in a portfolio?
Discover how Hilton’s Small & Mid Cap Opportunities (SMCO) strategy can enhance your portfolio with targeted exposure to small and mid-cap assets. As a flexible, core holding, SMCO complements large-cap and diverse assets with a balanced risk approach. Watch the SMCO team explain more in the the video below.
July 23, 2024 | 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.
June 24, 2024 | 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.