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Hodges Retail (HDPMX)

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76.16 -0.79    -1.03%
07/02 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 210.75M
Type:  Fund
Market:  United States
Issuer:  Hodges
Asset Class:  Equity
Hodges Retail 76.16 -0.79 -1.03%

HDPMX Overview

 
On this page you'll find an in-depth profile of Hodges Retail. Learn about the key management, total assets, investment strategy and contact information of HDPMX among other information.
Category

Mid-Cap Blend

Total Assets

210.75M

Expenses

1.18%

Inception Date

33886

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests in common stocks of companies of any size market capitalization- small, medium or large. The fund may engage in short-sale transactions with respect to 10% of its net assets. It may also invest in money market instruments and may, from time to time, purchase put and call options on U.S. traded stocks or security indices. The fund may also sell options and write "covered" put and call options.

Contact Information

Address 2905 Maple Ave
Dallas,TX 75201
United States
Phone -

Top Executives

Name Title Since Until
Eric J. Marshall Senior Vice President, Director 2015 Now
Biography Eric J. Marshall, CFA, joined Hodges in 1997 and currently serves as President and Director of Research. Eric manages a number of investment portfolios and has 22 years experience in researching small cap stocks. He serves on the Board of Directors of Hodges Capital Holdings, Inc. Eric has a BA in finance from West Texas A&M and is a CFA Charterholder.
Craig D. Hodges CIO (Chief Investment Officer) 1999 Now
Biography Craig D. Hodges has been a portfolio manager with Hodges since 1999, where he has managed individual and institutional investment portfolios. He entered the securities business in 1986 after graduating from Baylor University with a degree in finance. He is Chief Investment Officer and Chief Executive Officer of the Hodges.
Donald W. Hodges Chairman 1992 2015
Biography Don Hodges began his investment career with Merrill Lynch in 1960. In 1974 he joined Rauscher Pierce Refsnes, Inc. now RBC Dain Rauscher Inc., where he rose through the ranks as broker, manager, and executive vice president, becoming president of Rauscher in 1983. In 1981, Registered Rep magazine named Don one of the top 20 brokers in the USA. And in 1989, Don and his son, Craig Hodges, founded First Dallas Holdings, the parent company of both First Dallas Securities and Hodges Capital Management. Don W. Hodges has been a portfolio manager with the Hodges Capital Management, Inc. since 1990, and currently serves as Chairman of the Advisor’s Investment Committee. Don is active in the community and his church, and serves on several boards throughout the state, including Presbyterian Village Foundation, W.A. Criswell Foundation, West Texas A&M University Foundation and First Dallas Holdings.
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