The Hood River Small-Cap Growth strategy returned 39.06% net of fees in the second quarter, beating the Russell 2000® Growth Index by 848 basis points (“bps”). Year-to-date, Hood River’s Small-Cap Growth strategy returned 7.53% net of fees, 1,059 bps ahead of the benchmark’s return of -3.06%. During the quarter, small-cap growth stocks surged to their […]
About Kathleen Von Schlegell
This author has yet to write their bio.Meanwhile lets just say that we are proud Kathleen Von Schlegell contributed a whooping 11 entries.
Entries by Kathleen Von Schlegell
In the first quarter of 2020 the Russell 2000® Growth Index returned -25.76%. The Hood River Small-Cap Growth strategy returned -22.68% net of fees, outperforming the benchmark by 308 basis points. Covid-19’s emergence and the resultant national and global shutdown drove a bear market of historical speed in the first quarter of 2020. U.S. stocks […]
Stocks capped off a strong 2019 with an excellent fourth quarter, and small-cap growth stocks were among the best performers as investors shifted back to a “risk on” positioning. The Russell 2000® Growth index returned +11.4% in the quarter, and finished the year up an impressive +28.5%. The Hood River Small-Cap Growth strategy returned +9.7% […]
Small-cap growth stocks were weak in the third quarter, posting their first quarterly loss of the year. The Russell 2000® Growth Index returned -4.17% for the quarter. The Hood River Small-Cap Growth product returned -8.54% net of fees, underperforming the benchmark by 437 basis points (bps). Year-to-date the Hood River Small-Cap Growth portfolio was up […]
U.S. stocks continued their upward climb in the second quarter as investors grew more confident in the prospect of Fed rate cuts. Combined with a strong first quarter 2019, this was a terrific start to the year for many indexes, including the S&P 500® Index, which was up 17% through the first half of the […]
he first quarter of 2019 brought strong returns to most major asset classes, as the excesses of the fourth quarter 2018 sell-off were reversed.
The fourth quarter of 2018 was a rough quarter for stocks in general, and the worst quarter (-21.66%) for small-cap growth stocks since 3Q 2011.
Small-cap growth stocks had a strong third quarter, buoyed by continued solid economic growth.
Small-cap stocks posted strong returns in the second quarter, with the Russell 2000® Growth Index returning 7.23% for the three month period. The Hood River Small-Cap Growth strategy returned 8.17% net of fees, outperforming the benchmark by 94 basis points (“bps”). Year-to-date, Hood River’s Small-Cap Growth strategy is up 9.95% net of fees, ahead of […]
Volatility returned to the markets in the first quarter, and the Russell 2000® Growth Index cycled through a few ups and downs before ending the quarter with a 2.30% gain. The Hood River Small-Cap Growth product returned 1.64% net of fees for the quarter, trailing the benchmark by 66 basis points (“bps”). Correlations rose to […]