THE MUTUAL FUND & ETF GROUP. PRESENTED BY: Gary Bradshaw PORTFOLIO MANAGER. SATURDAY MAY 22 nd , 2010. HODGES FUNDS. 1. ORGANIZATIONAL HIGHLIGHTS. 1989 – Founded by Don W. Hodges 1992 – Launched Hodges Fund (HDPMX) 2007 – Launched Hodges Small Cap Fund (HDPSX)
THE MUTUAL FUND & ETF GROUP
SATURDAY MAY 22nd, 2010
1989 – Founded by Don W. Hodges
1992 – Launched Hodges Fund (HDPMX)
2007 – Launched Hodges Small Cap Fund (HDPSX)
2009 – Launched 3 New Funds
- Blue Chip 25 Fund (HDPBX)
- Pure Contrarian Fund (HDPCX)
- Equity Income Fund (HDPEX)
DONALD W. HODGES, HCM Founder, Chairman, and Portfolio Manager, began his investment career in 1960 with Merrill Lynch. In 1974, he joined what is now RBC Dain Rauscher, where he became president in 1983. Don brings nearly five decades of investment industry experience to our clients. Don earned a BS from West Texas State.CRAIG HODGES, HCM President and Portfolio Manager, entered the securities business in 1986 after graduating from Baylor University with a degree in finance. In 1989, Craig co-founded HCM and became president in 2000. Craig manages separate accounts and is co-manager of the Hodges Funds.ERIC J. MARSHALL, CFA, Senior Vice President, Portfolio Manager, and Director of Research, joined the Firm in 1997. Eric has developed the research department over the last decade into a strong team of analysts who conduct on-site visits and scrutinize company data. Eric has a BA in finance from West Texas A&M and is a CFA Charterholder.GARY BRADSHAW, Senior Vice President and Portfolio Manager, began working with Don Hodges in 1985 at RBC Dain Rauscher. He joined HCM in 1990 and specializes in structuring income portfolios. Gary earned an MBA from East Texas State University, and a BS from Virginia Tech.
The tactical approach is the same with all of our products. Our process focuses on identifying a few core holdings in each product. Once we have established those core holdings, then we will build a mixture of what we believe to be overlooked value, growth, and super growth companies.
Our research efforts are focused on fact gathering as opposed to opinion pieces. Our research analysts are “generalists.” They cover and report on several different types of companies as opposed to focusing on one sector and 10-15 companies in that sector that may or may not be relevant at the present time. By doing this we avoid being stuck in sectors that may be stagnant for sometime.
ROE: A measure of a corporation's profitability that reveals how much profit a company generates with the money shareholders have invested.
Multiple Expansion: Occurs when the multiple used to calculate values of the security increases.
WHEN TO SELL
HODGES FUND (HDPMX)
HODGES SMALL CAP FUND (HDPSX)
Mayor T.L. Bradford Mansion