Hodges Institutional

Portfolios for institutions, foundations, endowments and separately managed accounts

“Laser-Focused, Active Management, Equity Only” 

"The Hodges investment team is constantly evaluating the upside potential relative to downside risk. We believe that evaluating the intrinsic value of a business potentially limits downside risk"
 
Eric J. Marshall -Co-Chief Investment Officer, Portfolio Manager, & Director of Research

Strategies

Hodges Capital claims compliance with the Global Investment Performance Standards (GIPS®).  GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To receive a GIPS Report and/or our firm’s list of composite/pooled fund descriptions please email your request to operations@hodgescapital.com.

Mid Cap Blend:

BEST IDEAS GROWTH

The goal of the Hodges Best Ideas Growth Portfolio is to seek long-term capital appreciation through timely investments in the common stocks across any market capitalization. 

  • Inception:  November 14, 2014
  • Benchmark:  S&P 500
  • # of Holdings:  20-30
  • Domestic/Foreign Holdings:  Domestic
  • Leverage/Derivatives?  No
  • Investment Vehicle:  Separate Account

 

 

 

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Best Ideas Growth
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Large Cap:

BLUE CHIP TOTAL RETURN

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

  • Inception:  November 14, 2014
  • Benchmark:  Russell 1000® Index
  • # of Holdings:  40-50
  • Domestic/Foreign Holdings:  Domestic
  • Leverage/Derivatives?  No
  • Investment Vehicle:  Separate Account
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Blue Chip Total Return
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Small Cap:

MICRO CAP

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 capital-ization companies. The benchmark for the micro cap strategy is the Russell Micro-cap Index®. 

  • Inception:  April 4, 2016
  • Benchmark:  Russell Micro Cap Index
  • # of Holdings:  25-50
  • Domestic/Foreign Holdings:  Domestic
  • Leverage/Derivatives?  No
  • Investment Vehicle:  Separate Account
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Micro Cap
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SMALL CAP CORE

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.

  • Inception:  January 1, 2016
  • Benchmark:  Russell 2000® Index
  • # of Holdings:  20-30
  • Domestic/Foreign Holdings:  Domestic
  • Leverage/Derivatives?  No
  • Investment Vehicle:  Separate Account
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Small Cap Core
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SMALL CAP FOCUSED

The goal of the Hodges Small Cap Focused Strategy is to seek long-term capital appreciation through primary investments in the common stock of small capitalization companies.

  • Inception:  May 6, 2014
  • Benchmark:  Russell 2000® Index
  • # of Holdings:  20-30
  • Domestic/Foreign Holdings:  Domestic
  • Leverage/Derivatives?  No
  • Investment Vehicle:  Separate Account

 

 

 

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Small Cap Focused
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SMALL INTRINSIC VALUE

The goal of the Hodges Small Intrinsic Value Strategy is to seek long-term capital appreciation by investing in small cap equities using a deep value approach.

  • Inception: January 1, 2016
  • Benchmark: Russell 2000® Index
  • # of Holdings: 40-50
  • Domestic/Foreign Holdings:  Domestic
  • Leverage/Derivatives?  No
  • Investment Vehicle:  Separate Account
Small Intrinsic Value
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Hodges Capital Management, Inc. 
2905 Maple Avenue
Dallas, TX 75201
 
 
 

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