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.
Director of Research and Portfolio Manager, Eric Marshall, CFA, discusses the hidden potential benefits for active managers associated with the proliferation of the ETF business.
Relative returns for most of the Hodges Funds were disappointing in the recent quarter, as the rally in U.S. stocks narrowed to only a few segments of the market participating in the gains for much of 2Q17.
Craig Hodges believes that the change in the White House has unleashed the “animal spirits” of US business leaders, which is just a way of saying that there’s a renewed optimism in business and a greater willingness to invest.
Eric Marshall says he’s looking at unloved areas of the market such as industrials, materials, and consumer discretionary. He thinks investors could find value opportunities in those areas.
* Active investing has higher management fees because of the manager’s increased level of involvement while passive investing has lower management and operating fees. Investing in both actively and passively managed mutual funds involves risk and principal loss is possible. Both actively and passively managed mutual funds generally have daily liquidity. There are no guarantees regarding the performance of actively and passively managed mutual funds. Actively managed mutual funds may have higher portfolio turnover than passively managed funds. Excessive turnover can limit returns and can incur capital gains.
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.
The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as a representative of the equity market in general.
One cannot invest directly in an index.
Past performance does not guarantee future results.