Instit 1

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. 



Returns (%) as of 03/31/2024 QTD 1 YR 3 YR 5 YR 10 YR Since Inception
Blue Chip - Gross 13.18 32.30 14.46 16.43 -- 12.91
Blue Chip - Net 12.76 30.33 12.76 14.70 -- 11.23
Russell 1000® 10.30 29.87 10.45 14.76 -- 12.75
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

Conference Room 2-1-1
Fact Sheet
Blue Chip Equity Income Mutual Fund

Request Strategy Information

For more information on the Hodges Blue Chip Total Return Strategy, please complete the form below.