HODGES CAPITAL Overview
Hodges Capital Management Inc. is an investment advisor that manages 2.3 BN dollars in regulatory AUM and has 26 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/04 to 12/31/20. The fund's latest filing disclosed 635MM in positions, representing 28% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 12/31/20. The fund's latest filing disclosed 635MM in positions, representing 28% of the manager's regulatory AUM.
HODGES CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HODGES CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TPL | 4.59% | Financials | 138.24% | 5.12% | 3 | 3% | ||
| CMC | 3.12% | Materials | 62.82% | 1.17% | 1 | 6% | ||
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FEATURED IN
HODGES CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig D. Hodges | Chairman, Cio, Ceo | October-2004 |
| Camille H. Hays | Executive Vp | August-2004 |
| Gary M. Bradshaw | Svp | September-2007 |
| Eric J. Marshall | President | September-2007 |
| Clark B. Hodges | Evp Business Development | August-2008 |
| Robert L. Kerch | Chief Compliance Officer | May-2009 |
HODGES CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HODGES CAPITAL 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 client accounts
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. 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.
We use Fundamental security analysis metho...
Unlock Full Investment Process Description
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 client accounts
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. 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.
We use Fundamental security analysis metho...
Unlock Full Investment Process Description
HODGES CAPITAL Portfolio Concentration
HODGES CAPITAL Location
2905 MAPLE AVE
DALLAS, Texas
UNITED STATES, 75201
DALLAS, Texas
UNITED STATES, 75201
HODGES CAPITAL Contact Information
Phone Number: 888-878-4426
Fax Number: 214-954-1523
Website: http://www.hodgesfund.com
Fax Number: 214-954-1523
Website: http://www.hodgesfund.com
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