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Experience and research inform our distinct perspective. 
Learn how it makes a difference.

Our PeopleOur Process

Our Mutual Funds

Small Cap Fund

Symbol HDPSX Inception 12/18/2007

Hodges Fund

Symbol HDPMX Inception 10/09/1992

Small Intrinsic Value Fund

Symbol HDSVX Inception 12/26/2013

Blue Chip Equity Income Fund

Symbol HDPBX Inception 09/10/2009
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Commentary:
Manager’s Commentary - Fourth Quarter 2022 Review

While the recent turbulence in financial markets has been unsettling, three of the four Hodges Mutual Funds generated positive 2022 returns relative to their respective benchmarks. Although broad repricing of most risk assets resulted in few places to hide in 2022, our focus on companies with sound business fundamentals and reasonable valuations contributed to positive relative performance in several fund strategies.

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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.

 

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Latest News & Commentary

Default Commentary

Manager’s Commentary - Fourth Quarter 2022 Review January 13, 2023

While the recent turbulence in financial markets has been unsettling, three of the four Hodges Mutual Funds generated positive 2022 returns relative to their respective benchmarks. Although broad repricing of most risk assets resulted in few places to hide in 2022, our focus on companies with sound business fundamentals and reasonable valuations contributed to positive relative performance in several fund strategies.

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Estimated Capital Gains

2022 Estimated Capital Gains November 28, 2022

Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund.

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Default Commentary

Manager’s Commentary - Third Quarter 2022 Review October 13, 2022

U.S. stocks experienced a dramatic sell-off that accelerated in the final weeks of the third Quarter of 2022, as global economic uncertainty arose from inflationary pressures and the Fed hiked interest rates at the fastest pace in forty years.

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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.

Contact

Hodges Capital Management
2905 Maple Avenue
Dallas, Texas 75201
(888) 878 4426 TOLL FREE

Customer Service
(866) 811 0224

Mutual fund investing involves risk. Principal loss is possible. 

Hodges Capital Management (HCM) is the adviser to the Hodges Funds, which are distributed by Quasar Distributors, LLC. 

The funds' investment objectives, risks, charges, and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other information about the investment company. You may obtain a free hard-copy version by calling 1-866-811-0224 or by clicking this link. Read it carefully before investing. 

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