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Blue Chip Total Return Strategy

The goal of the Hodges Blue Total Return Strategy is to seek long-term capital appreciation through investments in large cap blue chip stocks.

 

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 Blue Chip Total Return Strategy invests in large cap blue chip stocks with a focus on a dividend yield. Secondarily, the composite looks to invest in stocks that will also appreciate in value over time. The Russell 1000 Index is its benchmark. 

 

Performance

Returns (%) as of 12/31/2023 QTD 1 YR 3 YR 5 YR 10 YR Since Inception
Blue Chip - Gross 10.17 24.44 11.53 16.50 -- 11.79
Blue Chip - Net 9.76 22.59 9.87 14.77 -- 10.13
Russell 1000® 11.96 26.52 8.97 15.52 -- 11.94
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

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Fact Sheet
Strategies
Blue Chip Equity Income Mutual Fund
 
 

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