HDSIX

About HDSIX

The Hodges Small Cap Fund Institutional Class is an actively managed mutual fund that targets long-term capital appreciation by investing primarily in small capitalization U.S. companies. The fund dedicates at least 80% of its net assets to stocks of small cap firms, generally those with market capitalizations at the lower end of the U.S. equity market spectrum, typically up to $4 billion. Utilizing a blend investment style, the fund seeks opportunities across both growth and value stocks, resulting in a diversified portfolio that mirrors the characteristics of the small-cap segment. Managed by a dedicated investment team, the fund aims to exploit growth prospects within niche and emerging sectors, often focusing on companies positioned for expansion or transformation. As an institutional class offering, it is structured to serve larger investors, providing access to dynamic areas of the U.S. equity market with a focus on portfolio diversification and long-term growth potential. The fund plays a significant role for investors seeking targeted exposure to small-cap equities within broader asset allocation strategies.