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.Watch source Interview
Past performance does not guarantee future results.
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.
Earnings growth is not a measure of the Fund’s future performance.
Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Click here for holdings in the Hodges Fund as of most recent quarter-end.
Click here for holdings in the Hodges Small Mid-Cap Fund as of most recent quarter end.
Click here for holdings in the Hodges Small Intrinsic Value Fund as of most recent quarter-end.
Definitions of terms:
FANG stands for the high-performing tech stocks such as Facebook, Amazon, Netflix and Google.
IPO stands for initial public offering, which is the first time that the stock of a private company is offered to the public. IPOs are often issued by smaller, younger companies seeking capital to expand, but they can also be done by large privately owned companies looking to become publicly traded.
Mergers and acquisitions (M&A) is a general term that refers to the consolidation of companies or assets.
The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the Nasdaq.
The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000 Index, which is made up of 3,000 of the biggest U.S. stocks. The Russell 2000 serves as a benchmark for small cap stocks in the United States.
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.