Dallas County Living Well Magazine July/August 2016 | Page 51

At Hodges Capital Management ( HCM ), we manage six distinct fund strategies consisting of domestic publically traded companies . We believe these strategies cover all the different areas of investing that a client would need , ranging from small and mid-cap stocks to large cap and blue chip companies . We are based here in Dallas and have been serving our clients since 1989 . Hodges Capital relies on in-house research through extensive company analysis and contacting management teams directly . Being family and employee owned , we take certain pride in caring for our customers because we are investors as well .

One area we see opportunity is income investing that comes from the dividends of large blue chip companies . Launched in September 2009 , the Hodges Blue Chip Equity Income Fund ( HDPBX ) addressed this opportunity . We are investing in what we see as the best companies in the United State of America . In addition to the dividend yield , you get the added benefit of potential appreciation of the companies ’ stock price over time .
These are large companies that pay a dividend . More importantly , we want these stocks to grow their cash flow , increasing earnings , and raise their dividend each year . A bonus would be if they repurchase shares . Overall , we love to see companies returning cash to shareholders in the form of dividends and repurchased stock .
At Hodges Capital , we are bottom-up investors . We look hard at company management teams and the financial health of their companies . We like stocks yielding 2 to 3 % and exhibiting steady growth . We target market leaders with strong total returns including the strongest companies in healthcare , consumer goods , and industrial products .
At Hodges Capital , we have a positive market outlook and think investors can sometimes get negative on the market because of short term financial news . We believe the current market is attractive , especially in this very low interest rate environment . While we never try to predict things like interest rates , we will invest in opportunities current rates are providing .
There are many blue chip stocks that we cover and research . Evaluating the balance sheets and monitoring debt levels will usually serve investors well over time . Industries that are hard to get into are particularly of interest to our research efforts . We look for companies that are growing organically and not dependant on the capital markets to raise money for their growth every few years .
Companies that fall into these categories are included in the Hodges Blue Chip Equity Income Fund ( HDPBX ).
For information , please go to www . hodgesfunds . com .