Best Ideas Growth Portfolio

Presentation

The Hodges Best Ideas Growth Portfolio invests in a concentrated portfolio of stocks that we deem to be the best ideas of the firm, based on our proprietary research. The primary investment strategy targets a flexible approach that is focused on the most attractive risk/reward regardless of market capitalization. As a result, the average capitalization of companies in the portfolio may change over time. Depending on prevailing market conditions, this approach often results in a portfolio of both value and growth stocks that we believe have above average investment merits over the next 12-18 months. The S&P 500 Total Return is its benchmark.