"Our core investment discipline is designed to seek out quality companies running great businesses with excellent management teams trading at reasonable prices." - Eric J. Marshall, Co-Chief Investment Officer, Portfolio Manager, & Director of Research
The Hodges investment philosophy revolves around the belief that every company has positives and negatives - we look for both. 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. Our team of analysts cover a broad range of industries to gain greater perspective on the particular strengths and weaknesses of various industries. The average tenure of our team of portfolio managers and research analysts is 21 years with the firm.
Collectively, we are following hundreds of companies at any given time. We monitor, analyze, and dissect each one before the appropriate investment decision is made. We dig deep to understand what is really happening with a company's business and then size up how it is currently perceived by the market. Hodges believes successful analysis requires the diligence and skill to uncover the fundamentals, but also the common sense to gauge market psychology.
The Hodges investment philosophy revolves around the belief that every company has positives and negatives—we look for both. 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. Our team of analysts cover a broad range of industries to gain greater perspective on the particular strengths and weaknesses of various industries.
Collectively, we are following hundreds of companies at any given time. We monitor, analyze, and dissect each one before the appropriate investment decision is made. We dig deep to understand what is really happening with a company's business and then size up how it is currently perceived by the market. Hodges believes successful analysis requires the diligence and skill to uncover the fundamentals, but also the common sense to gauge market psychology.
Goal: Gather as much information as possible and be able to see risk premiums rotate
Goal: Identify companies where market perception may be different from reality
Goal: Identify a company with unrecognized growth prospects and/or misunderstood value
Goal: Avoid group think, make timely decisions, and constantly own companies with attractive upside potential
Goal: Take advantage of periods of inefficiency within a sector or the asset class
Every investor has unique needs. Some want growth or cash flow, others want to avoid certain industries or companies. At Hodges Private Client, investment management starts with you. We take the time to understand your long-term goals and specific needs. Only then can we create a portfolio recommendation that focuses on your goals and adapts as markets change.
Many investment advisers stick to one style of investing, such as growth, momentum or value. But what happens when their style falls out of favor? That’s when narrow specialization could hurt your portfolio returns. Hodges Private Client prefers a flexible approach that can adapt with our forward-looking market views.
You deserve a manager who does more than just pick stocks. Hodges Private Client meticulously analyzes markets and then identifies the most attractive investment categories. Our thorough approach yields results over time.
Equity portfolios for institutions, foundations, endowments and separately managed accounts
Learn More →Don Hodges, the original founder of our company, spent 40 years compiling quotes from various sources. These quotes have been spoken by folks from all walks of life; broadly famous to barely known. Yet, they all share one unique theme….they make common sense!
We would like to share these special words with you.
Brevity is one of the most important attributes of effective oral, written, and visual communication. Since the dawn of time humans have revered communication that is concisely worded to make an impactful statement. A well-worded quote can be something we remember for life and could even become one of our guiding principles.
Don Hodges, the original founder of our company, spent 40 years compiling quotes from various sources. These quotes have been spoken by folks from all walks of life; broadly famous to barely known. Yet, they all share one unique theme….they make common sense!
We would like to share these special words with you.
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