BottomLineInc. / June 1, 2017
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.
May 12, 2017
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.
April 24, 2017
Hodges Funds has voluntarily lowered the fees an investor pays to invest in the fund, effective April 1, 2017.
MarketWatch / March 20, 2017
Eric Marshall favors infrastructure stocks whether or not President Trump’s plan to rebuild roads, bridges and airports across the U.S. passes. He says it doesn’t matter who is in office; the U.S. is long overdue for infrastructure spending.
CNBC / March 17, 2017
Eric Marshall says the focus at Hodges is on pricing power and earnings improvement. He looks for opportunities where there is a disconnect between fundamentals and market perception.
Forbes / February 7, 2017
Craig Hodges believes concentrating in U.S. equities and bottoms-up stock selection have helped the Hodges Fund stand out.
Kiplinger's / February 6, 2017
Midsize company mutual funds fared very well in 2016; see how Hodges Fund fared among its peers.
January 30, 2017
While every year seems to be remarkable in its own way, 2016 felt like an unprecedented year for U.S. stocks, as the S&P 500 experienced one of its worst starts in several decades...
Asset TV / January 12, 2017
Craig Hodges notes that recent market action has surprised many people - but the market is telling us that the new administration’s policies may benefit business and, in turn, Hodges investors.
Dallas News / January 9, 2017
Craig Hodges talks about investing in stocks that appear to have been abandoned by investors and analysts.
Investor's Business Daily / December 29, 2016
Craig Hodges,
CNBC / December 21, 2016
Small caps have strong potential to benefit from rollbacks in proposed tax rates and regulations according to Craig Hodges in his conversation with CNBC.
Barron's / December 9, 2016
Craig Hodges is looking to value priced shares in anticipation of corporate tax-breaks that may boost US businesses.
Fox Business / December 7, 2016
Craig Hodges, CIO, discusses the state of the airline sector and where the opportunities are for investors.
CNBC / December 1, 2016
Eric Marshall, Hodges Small Cap Fund, discusses opportunities for small-cap stocks amid the Trump Rally – including a party balloon company.
CNBC / November 29, 2016
Craig Hodges, CIO, joins the conversation with his positive outlook for small caps.
The Wall Street Journal / October 5, 2016
Craig Hodges discusses the current economic environment with Charlie Turner in the Money Matters segment. Listen in as Craig Hodges discusses several industries that are opportunistic and ones to avoid.
BottomLine Inc / October 1, 2016
Craig Hodges speaks to his contrarian investment philosophy and shares his views on 6 of his stock picks.
September 30, 2016
Overall U.S. stocks experienced solid gains for the third quarter of 2016, with the S&P 500 posting a gain of 3.85%. Most major U.S. stock indexes are now up year-to-date despite concerns over...
CNBC PRO / September 30, 2016
In the CNBC PRO talks segment, Mike Santoli sits down in this Q&A session with Craig Hodges who details the investment approach and philosophy at Hodges Capital along with sectors and industry examples where they see opportunity.
Asset TV / September 7, 2016
In this MASTERCLASS segment, Craig Hodges conveys the investment process for Hodges Capital in this economic environment.
IBD / August 26, 2016
The Hodges Fund (HDPMX) recent returns have outperformed the S&P 500 and Eric Marshall shares some stock picks that have helped recent performance.
CNBC / August 24, 2016
Focused on finding hidden opportunities, Craig Hodges shares his opportunistic view on the current marketplace and what sectors they are currently investing in.
CNBC International / July 12, 2016
Eric Marshall shares his economic outlook for the rest of 2016 and how it may impact the Hodges Funds.
Value Investor Insight / May 31, 2016
In this "Take a Fresh Look" section, Eric Marshall reflects and comments on the purchase of Trinity Industries last summer.
May 31, 2016
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.
TheStreet / May 24, 2016
Eric Marshall provides insight on 4 recent stock selections for the Hodges Small Cap Fund in the Q&A interview with Gregg Greenburg.
Forbes / May 19, 2016
In a recent Q&A with Wallace Forbes, Gary Bradshaw conveys the investment process of Hodges Blue Chip Equity Fund (HDPBX) and provides insight on recent stock picks.
Investor's Business Daily / March 4, 2016
Following a recent fourth quarter earnings report, one of the Hodges Retail Fund's (HDPMX) top five holdings contributed to the Funds' top performing stock year to date.
D CEO / September 1, 2015
Hodges Capital featured in D CEO for the Mayor Bradford House again!
July 31, 2015
After more than two decades of managing mutual funds, we have found that there is no single factor that determines successful performance in a fund. Much like a chef preparing a gourmet dish, the recipe for long-term performance in a mutual fund requires...
June 30, 2013
In the past, we have discussed how successful investing involves identifying, measuring and managing risk. Moreover, we believe the best investment decisions require a healthy degree of objectivity, much like a doctor diagnosing a patient.
D CEO / October 1, 2011
Hodges Capital featured in D CEO magazine
September 7, 2011
In the world of investing, “risk” is predominantly viewed as a dirty word. Although it seems natural for investors to think of risk in negative terms, as something to be avoided, we contend it is more appropriate to view risk as a normal function of capitalism that is inseparable from the performance of investment returns.
BottomLineInc. / June 1, 2017
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.
April 24, 2017
Hodges Funds has voluntarily lowered the fees an investor pays to invest in the fund, effective April 1, 2017.
MarketWatch / March 20, 2017
Eric Marshall favors infrastructure stocks whether or not President Trump’s plan to rebuild roads, bridges and airports across the U.S. passes. He says it doesn’t matter who is in office; the U.S. is long overdue for infrastructure spending.
Forbes / February 7, 2017
Craig Hodges believes concentrating in U.S. equities and bottoms-up stock selection have helped the Hodges Fund stand out.
Kiplinger's / February 6, 2017
Midsize company mutual funds fared very well in 2016; see how Hodges Fund fared among its peers.
Dallas News / January 9, 2017
Craig Hodges talks about investing in stocks that appear to have been abandoned by investors and analysts.
Investor's Business Daily / December 29, 2016
Craig Hodges,
Barron's / December 9, 2016
Craig Hodges is looking to value priced shares in anticipation of corporate tax-breaks that may boost US businesses.
BottomLine Inc / October 1, 2016
Craig Hodges speaks to his contrarian investment philosophy and shares his views on 6 of his stock picks.
IBD / August 26, 2016
The Hodges Fund (HDPMX) recent returns have outperformed the S&P 500 and Eric Marshall shares some stock picks that have helped recent performance.
Value Investor Insight / May 31, 2016
In this "Take a Fresh Look" section, Eric Marshall reflects and comments on the purchase of Trinity Industries last summer.
Forbes / May 19, 2016
In a recent Q&A with Wallace Forbes, Gary Bradshaw conveys the investment process of Hodges Blue Chip Equity Fund (HDPBX) and provides insight on recent stock picks.
Investor's Business Daily / March 4, 2016
Following a recent fourth quarter earnings report, one of the Hodges Retail Fund's (HDPMX) top five holdings contributed to the Funds' top performing stock year to date.
D CEO / September 1, 2015
Hodges Capital featured in D CEO for the Mayor Bradford House again!
D CEO / October 1, 2011
Hodges Capital featured in D CEO magazine
May 12, 2017
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.
CNBC / March 17, 2017
Eric Marshall says the focus at Hodges is on pricing power and earnings improvement. He looks for opportunities where there is a disconnect between fundamentals and market perception.
Asset TV / January 12, 2017
Craig Hodges notes that recent market action has surprised many people - but the market is telling us that the new administration’s policies may benefit business and, in turn, Hodges investors.
CNBC / December 21, 2016
Small caps have strong potential to benefit from rollbacks in proposed tax rates and regulations according to Craig Hodges in his conversation with CNBC.
Fox Business / December 7, 2016
Craig Hodges, CIO, discusses the state of the airline sector and where the opportunities are for investors.
CNBC / December 1, 2016
Eric Marshall, Hodges Small Cap Fund, discusses opportunities for small-cap stocks amid the Trump Rally – including a party balloon company.
CNBC / November 29, 2016
Craig Hodges, CIO, joins the conversation with his positive outlook for small caps.
The Wall Street Journal / October 5, 2016
Craig Hodges discusses the current economic environment with Charlie Turner in the Money Matters segment. Listen in as Craig Hodges discusses several industries that are opportunistic and ones to avoid.
CNBC PRO / September 30, 2016
In the CNBC PRO talks segment, Mike Santoli sits down in this Q&A session with Craig Hodges who details the investment approach and philosophy at Hodges Capital along with sectors and industry examples where they see opportunity.
Asset TV / September 7, 2016
In this MASTERCLASS segment, Craig Hodges conveys the investment process for Hodges Capital in this economic environment.
CNBC / August 24, 2016
Focused on finding hidden opportunities, Craig Hodges shares his opportunistic view on the current marketplace and what sectors they are currently investing in.
CNBC International / July 12, 2016
Eric Marshall shares his economic outlook for the rest of 2016 and how it may impact the Hodges Funds.
TheStreet / May 24, 2016
Eric Marshall provides insight on 4 recent stock selections for the Hodges Small Cap Fund in the Q&A interview with Gregg Greenburg.
April 21, 2017
The most recent quarter provided more angst than returns for the Hodges Funds, as stocks bounced around in a fairly tight range for much of 1Q17.
January 30, 2017
While every year seems to be remarkable in its own way, 2016 felt like an unprecedented year for U.S. stocks, as the S&P 500 experienced one of its worst starts in several decades...
September 30, 2016
Overall U.S. stocks experienced solid gains for the third quarter of 2016, with the S&P 500 posting a gain of 3.85%. Most major U.S. stock indexes are now up year-to-date despite concerns over...
May 31, 2016
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.
July 31, 2015
After more than two decades of managing mutual funds, we have found that there is no single factor that determines successful performance in a fund. Much like a chef preparing a gourmet dish, the recipe for long-term performance in a mutual fund requires...
June 30, 2013
In the past, we have discussed how successful investing involves identifying, measuring and managing risk. Moreover, we believe the best investment decisions require a healthy degree of objectivity, much like a doctor diagnosing a patient.
September 7, 2011
In the world of investing, “risk” is predominantly viewed as a dirty word. Although it seems natural for investors to think of risk in negative terms, as something to be avoided, we contend it is more appropriate to view risk as a normal function of capitalism that is inseparable from the performance of investment returns.
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-866-811-0224. The fund imposes a 1.00% redemption fee on shares held less than 30 days. Performance data does not reflect the redemption fee. If reflected, total returns would be reduced.
Click here for performance as of the most recent quarter end for each of the Hodges Funds.
Click here for performance as of the most recent quarter end for these indexes: S&P 500, and Russell® 1000, 2000 Value and 2500.
Past performance does not guarantee future results.
Click here for the most recent Hodges Fund holdings.
Click here for the most recent Hodges Small Cap Fund holdings.
Click here for the most recent Hodges Small Intrinsic Value Fund holdings.
Click here for the most recent Hodges Small-Mid Cap Fund holdings.
Click here for the most recent Hodges Pure Contrarian Fund holdings.
Click here for the most recent Hodges Blue Chip Equity Income Fund holdings.
Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security.
Diversification does not assure a profit, nor does it protect against a loss in a declining market.
Index Definitions:
The Russell 2000 Index consists of the smallest 2,000 companies in a group of 3,000 U.S. companies in the Russell 3000 Index, as ranked by market capitalization.
The Russell 2000 Value Index measures the performance of small-cap value segment of the U.S. equity universe. It includes those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000 Value Index is constructed to provide a comprehensive and unbiased barometer for the small-cap value segment. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small-cap opportunity set and that the represented companies continue to reflect value characteristics.
The Russell 2500 Index consists of the smallest 2,500 companies in a group of 3,000 U.S. companies in the Russell 3000 Index, as ranked by market capitalization.
The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe.
One cannot invest directly in an index.
April 21, 2017
Manager’s Commentary – First Quarter 2017 Review
The most recent quarter provided more angst than returns for the Hodges Funds, as stocks bounced around in a fairly tight range for much of 1Q17.