FIRST DALLAS Overview
First Dallas Securities Inc. is an investment advisor that manages 186.1 MM dollars in regulatory AUM and has 26 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/06 to 03/31/17. The fund's latest filing disclosed 143MM in positions, representing 77% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/06 to 03/31/17. The fund's latest filing disclosed 143MM in positions, representing 77% of the manager's regulatory AUM.
FIRST DALLAS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FIRST DALLAS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TPL | 7% | Financials | 5.66% | 0.43% | 2 | 1% | ||
| LUV | 3.04% | Industrials | 6.44% | 0.13% | 0 | 13% | ||
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FEATURED IN
FIRST DALLAS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig Donaldson Hodges | Ceo | September-2000 |
| Camille Hodges Hays | President/Cfo/Treasurer | September-2000 |
| Robert Leo Jr Kerch | Chief Compliance Officer/Rop/Finop | May-2009 |
FIRST DALLAS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FIRST DALLAS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis & Investment Strategies:
We work with you to create an investment strategy to meet your financial objectives. This includes:
• discussion regarding your objectives
• review of existing holdings
• ongoing analysis of funds
• advice on best direction for new investments
• updates of specific changes within the market or to particular funds
• periodic monitoring of recommended investments and yearly review
The flexibility of our strategies gives us the ability to best manage investment risks in any investment market. Our advisory affiliate, Hodges Capital Management, maintains a Research Department that evaluates the investment merits of securities and provides information to investment personnel, who may use the information in managing client accounts for which they have responsibility at either firm.
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Methods of Analysis & Investment Strategies:
We work with you to create an investment strategy to meet your financial objectives. This includes:
• discussion regarding your objectives
• review of existing holdings
• ongoing analysis of funds
• advice on best direction for new investments
• updates of specific changes within the market or to particular funds
• periodic monitoring of recommended investments and yearly review
The flexibility of our strategies gives us the ability to best manage investment risks in any investment market. Our advisory affiliate, Hodges Capital Management, maintains a Research Department that evaluates the investment merits of securities and provides information to investment personnel, who may use the information in managing client accounts for which they have responsibility at either firm.
We use Fundamenta...
Unlock Full Investment Process Description
FIRST DALLAS Portfolio Concentration
FIRST DALLAS Location
2905 MAPLE AVE.
DALLAS, Texas
UNITED STATES, 75201
DALLAS, Texas
UNITED STATES, 75201
FIRST DALLAS Contact Information
Phone Number: 214-954-1177
Fax Number: 214-954-1523
Website: http://www.firstdallas.com
Fax Number: 214-954-1523
Website: http://www.firstdallas.com
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