Optimistic and Bullish about Earnings 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.
Hodges Capital Management
Hodges Capital is an investment advisory firm managing assets for institutions, endowments, family offices, and individuals. Hodges Capital is also the advisor to six mutual funds. Hodges Capital was founded in Dallas Texas in 1989 by Don and Craig Hodges. The Hodges Family has been involved in assisting clients with their investment needs for over 25 years.
Proprietary Research
We take pride in conducting our own in depth research, often starting at the source through direct contact with management teams. We balance this against objective fundamental analysis to form an investment thesis on a stock. Every company has positives and negatives – we look for both.
Our focus is common stocks and our team of six analysts covers a broad range of industries to gain a greater perspective on particular strengths and weaknesses of the overall market. Collectively we may cover approximately 900 companies at any one time, monitoring, analyzing, and dissecting each before the appropriate investment decision is made.
Invest With Us
We offer each of the Hodges Investment Strategies in a separately managed account (SMA) and unified managed account (UMA) vehicle.
Separately Managed Accounts
Small Cap Strategy
Multi Cap Strategy
Small Cap Focus Strategy
Small Cap Value Strategy
Small Mid Cap Strategy
Growth & Income Strategy
Contact Clark Hodges for more information.
Items of Interest
Investment Perspectives in 2017 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.
What's Working in Small Caps 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.