Identifying and capitalizing on inefficiencies in the global small- and mid-cap markets.
Driven by fundamental research, focused on client results.
We believe the U.S. and international small-cap markets are relatively inefficient. For over two decades, Hood River has employed a process that utilizes rigorous proprietary, fundamental analysis that identifies information gaps between our estimates and market expectations. Over the long term, we believe this can deliver superior, risk-adjusted returns.
Research is at the core of our investment process.
We talk to as many information sources as possible, including company management teams, their competitors, customers, and suppliers, as well as any other industry sources that can provide valuable insights.
Our focus drives exceptional client outcomes.
We construct portfolios of high quality companies that will grow earnings above-market rates, are trading at attractive valuations, and with high probabilities of exceeding Street expectations.
Strategies
Hood River believes the U.S. and international small-cap markets are relatively inefficient, and our process is designed to profit from those inefficiencies.
We construct portfolios of high quality companies we expect will grow earnings faster than the overall market, are trading at attractive valuations, and are likely to surprise other investors with better-than-expected sales and earnings.
U.S. Small-Cap Growth
A portfolio of up to 80 – 120 U.S. Small-Cap stocks, benchmarked to the Russell 2000® Growth Index, and available via an open-end, Hood River-advised mutual fund and separately managed account.
U.S. Small/Mid-Cap Growth
A portfolio of up to 55 – 100 U.S. Small/Mid-Cap stocks, benchmarked to the Russell 2500® Index, and available via an open-end, Hood River-advised mutual fund, collective investment trust and separately managed account.
International Opportunity
A portfolio of up to 50 – 100 International Small-Cap securities (ex-U.S.), benchmarked to the MSCI ACWI ex USA Small Cap® Index, and available via an open-end, Hood River-advised mutual fund.
