The Case for Small Caps
Eric Marshall, The Hodges Small Cap Fund co-portfolio manager, joins ‘Power Lunch’ to discuss why he says now is the time to own small caps.
The Hodges Funds
Since 1992, the Hodges Funds have offered long only, public equity exposure from small cap to large cap, depending on the client’s need.
- The Advisor, Hodges Capital Management, was founded by Don and Craig Hodges and is based in Dallas, TX. The firm is family and employee owned and operated.
- Focused on evaluating the fundamentals of individual businesses, employing a private equity style research process that has been refined since the 1960s. We buy businesses, not stocks.
- Tried, tested, and experienced managers who are personally invested in the Hodges Funds alongside the shareholders.
Invest with Us
To invest in the Hodges Funds, please contact your financial advisor. You may also invest in the Hodges Funds directly and have your shares held by our transfer agent.
Latest News & Commentary
The Case for Small Caps CNBC / September 7, 2021
Eric Marshall, The Hodges Small Cap Fund co-portfolio manager, joins ‘Power Lunch’ to discuss why he says now is the time to own small caps.
Hard Asset Companies Better Positioned to Weather Inflation The Wall Street Transcript / August 16, 2021
Published July 12, 2021
Eric J. Marshall, CFA, discusses several sectors and companies he believes will do well in the current investing climate. He discusses the recovery over the past year, what is driving this recovery, and what we can expect in the second half of the year.
Manager’s Commentary – Second Quarter 2021 Review July 19, 2021
We are pleased to report that the returns for all four of the Hodges Mutual Funds exceed their respective benchmarks.
The Hodges Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Mutual fund investing involves risk. Principal loss is possible. The fund invests in smaller companies, which involves additional risks such as limited liquidity and greater volatility. The Fund invests in foreign securities which involves greater volatility and political, economic and currency risks and differences in accounting methods. The fund may also make short sales of securities, which involves the risk that losses may exceed the original amount invested.
Past performance does not guarantee future results.