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 09/30/16. The fund's latest filing disclosed 135MM in positions, representing 72% of the manager's regulatory AUM.

FIRST DALLAS StockAlpha

+3.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FIRST DALLAS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TPL 7.32% Financials 26.18% 1.15% 1 1%
JNJ 3.01% Health -4.57% -0.02% 0 34%
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FEATURED IN
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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.

We use Fundamenta...
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FIRST DALLAS Portfolio Concentration

FIRST DALLAS Location

2905 MAPLE AVE.
DALLAS, Texas
UNITED STATES, 75201

FIRST DALLAS Contact Information

Phone Number: 214-954-1177
Fax Number: 214-954-1523
Website:

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