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Q&A With Craig Hodges, Manager, Hodges Small Cap Fund: Video Presentation

TedTed
edited July 2014 in Fund Discussions
FYI: (Follow Up) According to a new study by S.&P. Dow Jones Indicies, only two out of 2,862 mutual funds managed to attain top-quartile performance for the five years between March 2010 and current day. One of those two funds was the family-run Hodges Small Cap Fund based in Dallas, Texas.
Regards,
Ted
https://screen.yahoo.com/why-mutual-fund-manager-trouncing-154012095.html

M* Snapshot Of HDPSX: http://quotes.morningstar.com/fund/hdpsx/f?t=HDPSX

Lipper Snapshot OF HDPSX: http://www.marketwatch.com/investing/fund/hdpsx

HDPSX Is Ranked # 22 In The (SCB) Category By U.S. News & World Report:
http://money.usnews.com/funds/mutual-funds/small-blend/hodges-small-cap-fund/hdpsx

Comments

  • This fund has not seen a bear market. A lot of funds also looked good from 1995 to 2000. Keeps outperforming...famous last words.
  • Still, 2 out of 2,862..... You gotta be doing something right.
  • I think the only thing investorz should be concernex about is the next 5 years in this fund. I would sell 1nd i think it would be the right thing to do
  • The Hodges funds are aggressive. The flagship fund got obliterated in 2008, to the point where I think there were even some articles written about it. It has come back, certainly, but the Hodges funds are not funds I'd recommend for conservative investors.
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