Hodges Small Cap Fund Retail Class (HDPSX)

Overview

The company operates as an investment fund focusing on small capitalization ("small cap") companies, aligning its investments with the market characteristics of the Russell 2000® Index. It commits at least 80% of its net assets, alongside any borrowings intended for investment purposes, towards equities of small cap entities. The fund's strategy centers on identifying and investing in companies with market capitalizations that match those included in the Russell 2000® Index at the time of purchase, positioning itself within a specific segment of the market that exemplifies potential for growth and value addition from a small cap perspective.

Products and Services

• Small Cap Equities Investment - The fund's primary product is its investment vehicle focusing on small cap companies. These are entities whose market capitalization aligns with those found within the Russell 2000® Index. The fund seeks to leverage the growth potential and value proposition offered by these smaller companies, aiming to provide significant returns to its investors through strategic investments in this sector. By concentrating on small cap equities, the fund positions itself to tap into the potential upside that these firms might experience as they grow and expand within their respective markets.
• Borrowings for Investment Purposes - In addition to its equity investments, the fund may also engage in borrowings aimed at enhancing its investment capabilities. This strategy allows the fund to extend its investment reach beyond the immediate constraints of its net assets, potentially amplifying its capacity to generate returns through leveraged investments. Such borrowings are utilized judiciously, under the guidance of the fund's adviser, to ensure that the opportunities pursued are in line with the fund's risk tolerance and investment objectives.