Hodges Capital Management offers investment management services to individuals, families, and institutions through customized direct client portfolios and sponsored programs. The firm creates personalized portfolios using fundamental analysis, primarily focusing on domestic equities across various market capitalizations, including small-cap, micro-cap, and large-cap blue chip stocks. Clients can choose between Free Style Portfolios managed directly by their investment representative or Strategy Portfolios managed by the firm's portfolio management team. Hodges Capital Management also manages several registered mutual funds and collective investment trusts. The firm emphasizes long-term capital appreciation and tailors strategies to meet specific client objectives, risk tolerances, and investment guidelines.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.30% to 1.50% depending on the specific program, strategy, and asset class. Fees are individually negotiated.