Eric Marshall,
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Can you shed some light on your fund’s stock picking strategy?"Our philosophy is that stocks have prices,
Nike Free Run 3.0 V7 ​​Ciel Bleu Orange Noir Femmes Pour Aider à Rester Dans Le Style, but businesses have values. We don’t worry about foreign exchange and commodities or Greece and Spanish bond yields,
2012 Nike Free Run 3.0 púrpura Blanco Mujeres Con Descuento Grande y El Envío Rápido, we just invest in companies that are investing in business."

When asked if his stock picking strategy has any constraints based on ratios,
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Can you speak about benefits of investing in small cap stocks?For active investors small caps offer a less efficient area of the market. If the names are less followed information may not be fully digested in the stock price,
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In general,
Nike Roshe Run Hombres Royal total Naranja acolchado Envío Gratis Para Todo El Mundo, smaller businesses are less affected by the global events than big name firms. "It doesn’t matter what happens to EU bond rates overnight,
Nike Free Run 4.0 V2 Light Charcoal Argent Jaune de Chrome Profitez De Plus De Rabais, they’re just focused on growing their own business."Hodges is also adding smaller financial stocks like Texas Capital (NASDAQ:TCBI) and Viewpoint (NASDAQ:VPFG),
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Marshall explains that banks have better capital structures and more transparency than they used to,
Nike Free Run 5.0 V4 2012 Gris Azul Mujeres Usted Puede Encontrar Las Últimas Estilo, giving investors a great opportunity to capitalize on healthier banks. He also believes companies with niche technology for smaller hospitals,
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Let’s talk specifics. What stocks are most attractive and why?The Manitowoc Company (NYSE:MTW),
Nike Free Run 2 Negro Lime Amarillo 2014 Con La Entrega Rápida y Servicio Post-Venta, market cap $1.66 billion,
Nike Free Run 4.0 Anti pelliccia grigio arancione Men Al prezzo basso 55% di Sconto!, specializes in construction cranes and food processing equipment,
Nike Free Run 5.0 V4 2012 Gris Rosa Mujeres Convertido En Una Parte Esencial De Moda,
Nike Roshe Run Azul Blanco Malla Hombres Guardar Off50% -70%, two completely uncorrelated products. Share price is near $12.5,
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Texas Pacific Land Trust (NYSE:TPL) is one of the oldest traded companies on NYSE and created out of old Texas Pacific railroad in 1880 when it went bankrupt after the civil war. Today the firm passively sells off their millions of acres,
Men Nike Free Run 3 Chrome Yellow Silver Platinum White Quilted Come On And Join Us, receives gas royalties,
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Nike Free Run Powerlines Ii Azul Rosa Mujeres Running Zapatos For Cheap Pero El Real, they have a 10th acre per share of land,
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Nike Free Run Trainer 3.0 Negro Azul Hombres Outlet Store Clearance Sale Online 2014, "we’re buying land well under what we think is the fair market value."

Shoe Carnival (NASDAQ:SCVL) is a niche retailer in the family shoe channel,
579748 607 Air Jordan 1 Mid Premium GS Valentine Day Have Become Focus In The World. "They have a little over 300 stores and [are] growing the store base by 10% year,
2012 Nike Free Run 5.0 V3 Mujeres Plata Verde Sólo Compras En Nuestra Tienda De Ahora. And we think they can grow their revenues faster than that,
Nike Run Roshe Ejército Verde Blanco Negro Hombres Con Precio Barato. It’s probably a good acquisition candidate for larger retailers like DSW (NYSE:DSW) that want to go after that family shoe space,
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This brings up another good point about small caps: You often see smaller companies get bought out by larger companies to subsidize lack of organic growth in slower environments where revenues aren’t growing that fast. "They kind of leverage fixed costs,
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Belo Corp. owns TV stations in various major metropolitan areas. The field has been depressed in past years but stands to do well. Among other means of benefiting include a recovery in car sales,
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Nike Free Run 3.0 Rose Gris Mujeres Venta 2015 Con Alta Calidad y Envío Libre Ahora, plus a very heated election season is coming,
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Cirrus Logic (NASDAQ:CRUS) They had a big run providing audio chips for the iPhone and iPad,
2012 Nike Free Run 3.0 Negro Azul Mujeres Garden Fresh Produce Hasta 50% De Descuento. "With the iPhone 5 coming out we believe they stand to gain market share and their revenue per unit for the iPad and iPhone we think is going to be on the rise,
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Interactive Chart: Compare changes in market cap for the companies mentioned here,
Nike Roshe Run PRM Men Wolf Grey Peacock Blue Is Openning For You In Our Online Shop. (click to enlarge)

Most recent trades?Most recent purchase: Hodges recently added to its position in Primoris Services Corporation (NASDAQ:PRIM),
4.0 V2 Antracite New Green Teal Negozio online Clearancesale 2014. Get 85% di sconto,
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Hodges recently sold off its position in the premium mattress manufacturer Tempur Pedic International (NYSE:TPX). "We’ve owned it since ’09,
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Use the Turbo Chart to compare these recent trades to the Standard Poor’s 500 index (SPX) (click to enlarge)

Business Section: Investing IdeasLooking to emulate Hodge’s Small Cap Fund’s strategy and find other small cap names where long term growth opportunity abounds,
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We list the fund’s top 10 holdings below,
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Compare 1 year returns:

1. Texas Pacific Land Trust: Engages in the sale,
Nike Free Run 4.0 V4 2014 Gris Mujeres Los Productos Destacados Son Primero Llegado,
Women Nike Free Run 4.0 V2 Ultrapurple Reflect Silver Wolf Grey Right Version For You,
Nike Roshe Run Carbón Negro Cyan Azul Malla Hombres Para Baratos Zapatos Auténticos, lease,
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2. Smart Balance,
Nike Roshe Run Olímpicos de Londres Anti-pieles Baja Azul Oscuro Hombres Para Barato,
Nike Roshe Run premium Antracita Negro Alarma Red Sail Hombres blancos Venta Zapatos, Inc (NASDAQ: SMBL): Distributes various food products in the United States and internationally.

3. US Airways Group,
Nike Free Run 2 Gris Rosa Mujeres Con Alta Calidad, Inc. (NYSE: LCC): Provides air transportation for passengers and cargo.

4,
Uomini Nike Free Run 5.0 Blue Sky totale Crimson Vendita casa è la scelta migliore. Encore Wire Corp,
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5,
Nike Free Run Trainer 3.0 Negro Azul Hombres Outlet Store Clearance Sale Online 2014. Cirrus Logic Inc,
Nike Free Run 2 Negro Violeta Blanco Antracita Ahorre 61% De Descuento y Envío Gratis.: Develops high precision analog and mixed signal integrated circuits ((NYSE:ICS)),
Nike Free Run 2 Gris Blanc bleu sarcelle Garantie De Qualité 100% Et Rapide Livraison. With the iPhone 5 coming out we believe they stand to gain market share and their revenue per unit for the iPad and iPhone we think is going to be on the rise,
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2012 Nike Free Run 2.0 Gris Púrpura Mujeres Sólo Compras En Nuestra Tienda De Ahora.

6. Atwood Oceanics,
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7. Coinstar,
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Nike Free Run Trainer 3.0 Negro Azul Hombres Precio Más Bajo, Puerto Rico,
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8. Westport Innovations Inc. (NASDAQ: WPRT): Provides alternative fuel,
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