General Investing >> Money Manager Interviews >> October 4, 2019

Seeking the Best Upside Potential Relative to Downside Risk

Marshall, Eric J.
Eric J. Marshall, CFA, currently serves as President, Co-Chief Investment Officer, and Director of Research for Hodges Capital Management. He joined the firm in 1997 and also serves on the board of directors of the firm’s parent company, Hodges Capital Holdings. Mr. Marshall holds a B.A. in Finance from West Texas A&M University. He is an active member of the CFA Institute and the Dallas Society of Financial Analysts. Mr. Marshall is a frequent guest on CNBC’s “Squawk on the Street,” “Street Signs,” and “Closing Bell,” as well as on Bloomberg television and Fox Business News. Mr. Marshall is co-manager of the Hodges Small Cap Fund (HDPSX), the Hodges Fund (HDPMX) and the Hodges Intrinsic Value Fund (HDSVX). Investments in these funds are identified through a process of rigorous fundamental analysis across multiple industries. Mr. Marshall and his team of research analysts use a bottom-up approach to reveal opportunities in stocks that may be overlooked or misunderstood by more conventional approaches. Profile
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TWST: Can you provide a brief overview of the Hodges Small Cap Fund, including the assets under management and the investor who you think is most interested in this type