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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.



Returns (%) as of 03/31/2024 QTD 1 YR 3 YR 5 YR 10 YR Since Inception
Best Ideas - Gross 11.34 35.34 7.58 15.28 9.82 11.56
Best Ideas - Net 10.92 33.33 5.98 13.56 8.19 9.90
S&P 500® 10.56 29.87 11.49 15.05 12.96 13.57
Returns for greater than one year are annualized
Strategy Fact Sheet
Go to Mutual Fund

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
Hodges Fund

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