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Micro Cap Strategy

The goal of the Hodges Micro Cap Strategy is to seek long-term capital appreciation through primary long only investments in the common stocks of small/micro capitalization companies.

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 Micro Cap Strategy's basic investment approach is to make strategic long-term, and to a lesser extent, tactical short-term investments in micro capitalization (“micro-cap”) stocks that we feel are undervalued, under followed and/or offer above average growth prospects. The investment approach targets a flexible style of both value and growth investments.  The Russell Microcap Index is its benchmark. 



Returns (%) as of 12/31/2023 QTD 1 YR 3 YR 5 YR 10 YR Since Inception
Micro Cap - Gross 9.09 9.67 5.05 13.18 -- 11.02
Micro Cap - Net 8.69 8.04 3.48 11.50 -- 9.37
Russell Microcap Index 16.07 9.33 0.61 8.56 -- 8.19
Returns for greater than one year are annualized
Strategy Fact Sheet

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
Mutual Funds

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