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Eric Marshall

President, Head of Research, Senior Investment Officer at Hodges Capital Management Inc.

Dallas, TX , United States

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

OrganizationRoleDate RangeDetails
Hodges Capital ManagementPresident, Head of Research, Senior Investment OfficerSep 1997 to Present
Hodges Capital ManagmentDir of ResearchJan 1997 to Present

Education

West Texas A&M University

Skills & Expertise

Equity Research
Financial Modeling
Investments
Wealth Management
Series 7
Portfolio Management
Investment Management
Financial Analysis
Equities
Asset Management
Asset Allocation
Leadership
Microsoft Excel
Public Speaking

Others at Hodges Capital Management Inc. (6)

NameRoleLocation
Chris Terry
Chris Terry
Vice President, Portfolio Manager and Senior AnalystDallas, TX , United States
Dan Trang
Dan Trang
Senior Equity Analyst and Co-Mgr Special SituationsDallas, TX , United States
R
Rob Parnell
Sr Vice PresidentDallas, TX , United States
Trey Hays
Trey Hays
Vice PresidentDallas, TX , United States
Derek Maupin
Derek Maupin
Research AnalystDallas, TX , United States
F
Fletcher Hodges
PresidentNew York, NY , United States