Hilton Capital Management Introduces the Small and Mid Cap Opportunities Strategy (SMCO)

The strategy is led By Tom Maher, formerly of Lord Abbett.

Thomas Maher

Focusing on the company’s cornerstone of risk management and capital preservation, veteran portfolio manager Tom Maher has joined Hilton Capital Management to launch the Small and Mid Cap Opportunities Strategy (SMCO).

The SMCO strategy focuses on company-level research, where risk is reduced through a full understanding of company fundamentals and relevant valuation parameters. The investment philosophy employed is value-oriented, but does not limit the universe only to traditional value stocks. The portfolio is comprised of more than 50 small and mid cap stocks from all parts of the economy and is designed to generate attractive, risk-adjusted results.

The SMCO strategy appeals to investors seeking exposure to small and midcap equities where diversification is critical, but not based on index weights.

The SMCO Strategy is led by Thomas Maher, a portfolio manager with more than 30 years of experience. His past associations include Lynch & Mayer, Centurion Investment Group and Invesco. Most recently, Maher was a partner with investment firm Lord Abbett where he co-managed the smid cap; mid cap and micro cap value equities strategy.

“The Small to Mid Cap Opportunities Strategy represents a very exciting and important expansion to our strategic offerings,” says Craig O’Neill, CEO & President, Hilton Capital Management. “This development allows us to introduce investors to small and mid cap equities while maintaining one of our guiding philosophies of dampening market volatility and I believe we have made an excellent choice in selecting Tom Maher to head it.”

“I’m excited to be part of the Hilton team,” says Thomas Maher. “I was attracted to the teams’ similar views on investing, and believe my small and mid cap equity strategy will be a nice addition to the Hilton product offerings. I’m energized to focus on this new strategy, and look forward to collaborating with the other investment professionals at the firm.”

Hilton Capital Management’s primary strategy is the Tactical Income Strategy, which seeks capital preservation with an emphasis on income generation. It was created to give fixed-income investors the opportunity to increase their potential returns, without dramatically increasing their level of risk. The focus on risk management and capital preservation are the cornerstones of the company philosophy, and they pride themselves on managing money in a responsible manner, with a long-term outlook.

Hilton Capital Management is a privately-held investment firm. Founded in 2001 the firm manages roughly $1.6 billion in balanced and equity strategies. Hilton Capital Management clients include corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers, financial advisors, and individuals.

Source: Hilton Capital Management


Categories: Banking, Finance, Insurance

Tags: capital management, capital preservation, finance, investing, mid cap equity, smco

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