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Small-Cap Growth Commentary – March 31, 2024
The overall macro environment provided tailwinds for US equities in the first quarter of 2024 — and growth over value, in particular. The Russell 2000® Growth Index (the b
Bloomberg Intelligence Podcast – Small Cap Market Outlook
(2/14/24) Brian Smoluch discusses his outlook for the markets and some individual stock picks.
Small-Cap Growth Commentary – December 31, 2023
The fourth quarter of 2023 was a wild ride for US small caps, as the Russell 2000® Growth Index (the benchmark) hit both its annual nadir and peak during the final three months of
Bloomberg Businessweek Podcast – Apple Outlook Mixed Post Earnings on China Concerns
(11/2/2023) Lance Cannon joined the Bloomberg Businessweek Podcast in the Drive to the Close segment and discussed the Hood River International Opportunity Fund.
Bloomberg Radio – Markets, Inflation, and Israel
(10/11/2023) Brian Smoluch discusses individual stock picks and market reaction to renewed and uncertain geopolitical risks.
Small-Cap Growth Commentary – September 30, 2023
The third quarter of 2023 was rough for equities — US Small Caps were particularly impacted as the Russell 2000® Growth Index (the benchmark) fell by -7.32% compared to the
FA Magazine Online – The Next Microsoft May Be Worth Billions Before It Goes Public
(8/17/23) Brian Smoluch weighs in on private/public markets and small-cap stocks.
Small-Cap Growth Commentary – June 30, 2023
Investors had faced a wall of worry in 2022 as companies attempted to navigate inflationary pressures, rising interest rates, and a potential slowdown in the economy. We believe in
Bloomberg Radio – Inflation and Stocks
(4/27/2023) Brian Smoluch talks about the markets.
Small-Cap Growth Commentary – March 31, 2023
While larger-cap equity indices closed out March higher than their February-end levels, the collapse of Silicon Valley Bank and Signature Bank disproportionately impacted smaller-c