Investment management firm Hilton Capital Management has been honored on the PSN Top Guns List for the fourth quarter of 2024, showcasing its strategic investment approaches and consistent performance across various market segments. The firm was recognized in two key investment strategies: Small & Mid Cap Opportunities (SMCO) and Dividend & Yield (DIVYS). The SMCO strategy earned a 6-Star designation in the Small-Mid Cap Universe, along with 1-Star and 2-Star honors in the Mid Value and Small-Mid Value Universes. The DIVYS strategy was awarded Manager of the Decade in the Global Equity Universe, highlighting its long-term excellence and outperformance in a challenging market environment.
The PSN Top Guns awards are based on rigorous performance evaluations, with stars awarded according to quarterly and annual returns. Achieving a 6-Star ranking requires exceptional metrics, including an r-squared of 0.80 or greater relative to style benchmarks and consistent returns that surpass benchmark performance. Craig O'Neill, CEO of Hilton Capital Management, highlighted the importance of these accolades, noting they reflect the firm's dedication to disciplined investment management and delivering consistent results for clients.
PSN's evaluation of investment strategies encompasses returns, consistency, and risk-adjusted performance, with strategies analyzed through proprietary performance screens. These screens assess factors such as quarterly returns, long-term performance, and standard deviation compared to peer groups. As of December 31, 2024, Hilton Capital Management oversees more than $3 billion in assets, with three primary investment strategies focused on prudent decision-making and effective downside protection. The firm's latest recognition on the PSN Top Guns List demonstrates its capability to manage complex market conditions and provide value to both institutional and individual investors.
