Case Study: Hodges Capital achieves a streamlined research workflow and improved productivity with AlphaSense

Hodges Capital Replaces Multiple Tools and Steps with the Sentieo Research Platform

Hodges Capital, a Dallas-based investment advisory firm, faced a fragmented research workflow that relied on multiple tools—Capital IQ, EDGAR, company sites, Excel, Word, Outlook and Evernote—to gather, process and distribute research across a five-analyst team covering ~900 companies. To consolidate and streamline that process, Hodges Capital adopted the AlphaSense Research Platform to provide a single, searchable, workflow-driven environment accessible from anywhere.

AlphaSense implemented an integrated dashboard and research management tools that centralized financials, broker research, transcripts, news, social mentions and internal notes, enabling analysts and portfolio managers to start their day in one place. The AlphaSense platform standardized Hodges Capital’s workflow, eliminated repetitive distribution steps, improved collaboration (especially for remote work), and delivered meaningful gains in productivity, efficiency and compliance when managing investment theses.

Hodges Capital

Derek Maupin

Vice President, Portfolio Manager & Senior Research Analyst