Instit 1

Small Cap Core Strategy

The goal of the Hodges Small Cap Core Strategy is to seek long-term capital appreciation through primary investments in the common stock of small 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 Small Cap Core Strategy focuses on specific growth and value opportunities within the small cap segment of the market. We seek companies that are poised to benefit from recent industry consolidation, exhibit pricing power, have high barriers to entry, have strong brand awareness, and undervalued earnings prospects. The Russell 2000 Index is its benchmark. 



Returns (%) as of 03/31/2024 QTD 1 YR 3 YR 5 YR 10 YR Since Inception
Small Cap Core - Gross 11.55 23.36 6.85 13.79 9.19 12.41
Small Cap Core - Net 11.13 21.52 5.26 12.09 7.57 10.73
Russell 2000® 5.18 19.71 -0.10 8.11 7.58 9.30
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
Outside 1-1-2-1
Hodges Small Cap Fund

Request Strategy Information

For more information on the Hodges Small Cap Core Strategy, please complete the form below.