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Best Ideas Growth Strategy

The goal of the Hodges Best Ideas Growth Strategy is to seek long-term capital appreciation through timely investments in the common stocks across any market capitalization.

Hodges Overview

  • Family and employee owned and operated
  • In-depth, proprietary research on publicly traded companies
  • Private equity approach to investing in publicly traded companies
  • Investment team interacts with company management teams over 2,000 times a year
  • Each portfolio is actively managed with a bottom-up, fundamental approach
  • Average firm tenure of our portfolio managers and research analysts is 21 years
 
 

Investment Philosophy

The Hodges Best Ideas Growth Strategy 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.

 

Performance

Returns (%) as of 06/30/2024 QTD 1 YR 3 YR 5 YR 10 YR Since Inception
Best Ideas - Gross -4.69 20.48 2.76 14.63 8.64 10.94
Best Ideas - Net -5.05 18.69 1.23 12.92 7.02 9.29
S&P 500® 4.29 24.56 10.01 15.05 12.86 13.66
Returns for greater than one year are annualized
Strategy Fact Sheet
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Portfolio Management

Our collegial and entrepreneurial culture attracts assertive and driven individuals. The Hodges investment process is a collaborative effort that leverages each team member’s efforts. We are proud to say that each tenured member of the investment team owns a piece of the firm and invests alongside our clients.

Our Team    Our Process

Fact Sheet
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Hodges Fund
 
 

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