Eric Marshall
President, Head of Research, Senior Investment Officer at Hodges Capital Management Inc.
About
Eric J. Marshall, CFA, serves as President, Co-Chief Investment Officer, and Director of Research at Hodges Capital Management in Dallas, Texas, where he leads the firm’s investment strategy and oversees all research activities. Since joining Hodges in 1997, Marshall has co-managed key mutual funds including the Hodges Small Cap Fund (HDPSX), the Hodges Fund (HDPMX), and the Hodges Intrinsic Value Fund (HDSVX), focusing on bottom-up, fundamental analysis to uncover undervalued opportunities across the equity markets.
Marshall and his team specialize in small- and mid-cap U.S. equities, with particular expertise in sectors such as industrials, materials (notably the cement and construction material industry), and retail, where they seek out companies with strong pricing power and overlooked growth prospects. His approach leverages in-depth company-level research and takes advantage of market inefficiencies found among lesser-covered, smaller companies.
A frequent commentator on national financial media, Marshall is recognized for his disciplined investment philosophy and leadership in active portfolio management. He holds a B.A. in Finance from West Texas A&M University and is an active member of the CFA Institute and the Dallas Society of Financial Analysts. Marshall also serves on the board of Hodges Capital Holdings, contributing to both strategic direction and industry thought leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hodges Capital Management | President, Head of Research, Senior Investment Officer | Sep 1997 to Present | — |
| Hodges Capital Managment | Dir of Research | Jan 1997 to Present | — |
Education
West Texas A&M University
Skills & Expertise
Others at Hodges Capital Management Inc. (6)
| Name | Role | Location |
|---|---|---|
| Vice President, Portfolio Manager and Senior Analyst | Dallas, TX , United States | |
| Senior Equity Analyst and Co-Mgr Special Situations | Dallas, TX , United States | |
R Rob Parnell | Sr Vice President | Dallas, TX , United States |
| Vice President | Dallas, TX , United States | |
| Research Analyst | Dallas, TX , United States | |
F Fletcher Hodges | President | New York, NY , United States |