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Hodges Capital Management Inc.

13F
Hodges Capital Management Inc.
Last update 2024-02-13 211 Stocks (20 new)
Value $1.89 Bil Turnover 52 %
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Hodges Capital Management Inc. Profile

Hodges Capital Management Inc. is an investment management firm based out of Dallas, Texas. The company was originally established in 1989 by Craig Donaldson Hodges, who is still with the company today acting as its CEO, CIO, and Chairman. Hodges Capital Management conducts its research internally and utilizes a fundamental methodology to make its investment decisions, allocating its assets in the public equity markets within the United States. The company invests most heavily in the consumer discretionary sector, which alone makes up over a quarter of Hodges Capital Management’s total asset allocations, and also invests in the industrials, health care, finance, information technology, materials, energy, transports, and consumer staples sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations an average of 10.7 quarters and, in the most recent quarter, had a turnover rate of approximately 25.5%. Hodges Capital Management now operates with 26 employees of which 12 are investment professionals. The company oversees $2.9 billion in total assets under managements spread across 429 total accounts, all of which are discretionary accounts. Although Hodges Capital Management’s total number of accounts has been decreasing in recent years, once having been as high as 530, its total assets under management has grown significantly, increasing from just over $500 million back in 2010 to well over five times that amount today. The company mainly caters to individuals and high net worth individuals, which each make up over a third of its entire client base, and also provides services to charities, pension and profit sharing plans, investment companies, and corporations and other businesses, in order of decreasing clientele. Hodges Capital Management offers a variety of mutual funds including its Hodges Fund, Small Cap, Small Intrinsic Vlaue, Small-Mid Cap, Pure Contrarian, and Blue Chip Equity Income funds.
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