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Small Cap Focused Strategy

The goal of the Hodges Small Cap Focused Strategy is to seek long-term capital appreciation through a concentrated common stock portfolio 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 Focused Strategy investment approach is to make strategic long‐term, and
to a lesser extent, tactical short‐term investments in small capitalization (“small cap”) stocks that we feel are undervalued, under‐followed and/or offer above average growth prospects. The Strategy targets a flexible style of both value and growth investment. The Russell 2000 is its benchmark. 

 

Performance

Returns (%) as of 12/31/2023 QTD 1 YR 3 YR 5 YR 10 YR Since Inception
Small Cap Focus - Gross 7.28 16.27 10.96 17.56 -- 9.74
Small Cap Focus - Net 6.88 14.54 9.31 15.81 -- 8.11
Russell 2000® 14.03 16.94 2.23 9.97 7.16 9.06
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

Fact Sheet
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Strategies
Mutual Funds
 
 

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