2019 Estimated Capital Gains
Estimated capital gains for Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small-Mid Cap Fund.
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
2019 Estimated Capital Gains November 14, 2019
Estimated capital gains for Hodges Small Cap Fund, Hodges Blue Chip Equity Income Fund, and Hodges Small-Mid Cap Fund.
Stock and Sector Picks November 12, 2019
Craig Hodges shares his insight on the market in light of recent tariff talks. He sees the most opportunity in the small, forgotten parts of the market like housing and energy.
Manager’s Commentary – Third Quarter 2019 Review October 28, 2019
The Hodges Funds experienced mixed relative performance in the most recent quarter as U.S. stocks advanced in defiance of an inversion in the yield curve (long-term interest rates falling below short-term interest rates) and uncertainty surrounding international trade.
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.