We are pleased to report that all four of the Hodges Funds experienced positive returns in 2020. Although every year has its unique challenges, navigating the market uncertainty created by the global pandemic was especially challenging in 2020.
Since 1992, the Hodges Funds have offered long only, public equity exposure from small cap to large cap, depending on the client’s need.
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.
We are pleased to report that all four of the Hodges Funds experienced positive returns in 2020. Although every year has its unique challenges, navigating the market uncertainty created by the global pandemic was especially challenging in 2020.
Eric Marshall shares his insight on a few stock picks going into the new year on “The Claman Countdown.”
Estimated capital gains for Hodges Fund, Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small Intrinsic Fund.
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.