Hodges Small Cap Fund Institutional Class (HDSIX)

Overview

The company focuses on investment in small capitalization (small cap) companies, specifically dedicating at least 80% of its net assets—and any borrowings intended for investment purposes—to purchasing stocks of these entities. It targets companies that, at the time of purchase, have a market capitalization in line with those listed in the Russell 2000® Index. This approach suggests a strategic investment in potentially high-growth yet more volatile segments of the market, aiming to capitalize on the dynamism and growth potential of small cap companies.

Products and Services

• Small Cap Equity Investments

This product focuses on investing in the equity of small cap companies. The investment strategy adheres to the criteria of selecting companies with market capitalizations that align with the Russell 2000® Index at the time of purchase. This offering aims to provide investors with the opportunity to participate in the growth potential of small cap markets, while also navigating the associated risks through strategic selection and portfolio management.

• Risk Management and Advisory Services

Given the inherent volatility and risk associated with small cap investments, the company also offers risk management and advisory services. These services are designed to help investors understand the market dynamics of small cap investments, including assessing potential risks and designing strategies to mitigate them. This ensures that investors are not only investing in small cap equities but are doing so with a well-informed strategy aimed at optimizing performance and minimizing risk.