The general tone of the market has changed somewhat since our Q1 2021 update. Following four years of growth style outperforming value, the first three months of 2021 began with a reversal of this trend and a debate over the potential for a longer-term rotation from growth into value. Indeed, the Russell 2000® Growth Index […]
About Kathleen Von Schlegell
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Entries by Kathleen Von Schlegell
(6/29/21), the Hood River Small-Cap Growth Fund is listed in the Kiplinger 10 Year -Top Performing Small Company Stock Funds based on Morningstar’s universe of over 25,000+ funds.
(5/30/2021) Brian Smoluch, principal and portfolio manager was quoted in a May 30, 2021 article by CNN Business, “Why investors should look beyond Big Tech.”
(5/18/2021) Brian Smoluch, partner and portfolio manager, discusses the Hood River investment process on Money Life Market Call.
(5/12/2021) Brian Smoluch, principal and portfolio manager, discusses the markets on Bloomberg Radio.
(5/13/2021) Brian Smoluch discusses how small-caps work as earnings revisions remain positive.
It’s fair to say most everyone was ready to turn the page on the calendar and put 2020 in the rear view mirror. While the economy and various communities across the U.S. remain affected by Covid and the lock-downs to some extent, the gradual reopening is underway and we can see some sense of normalcy […]
We hope this letter finds all of our investors and their families healthy and happy as we head into 2021. Most have been ready to turn the calendar to a new year for some time now — 2020 will undoubtedly leave a lasting impact on the nation and the world. On a bright note, despite […]
The Hood River Small-Cap Growth strategy returned 14.52% net of fees in the third quarter of 2020, beating the Russell 2000® Growth Index by 736 basis points (“bps”). Year-to-date, Hood River’s Small-Cap Growth strategy returned 23.14% net of fees, 1,926 bps ahead of the benchmark’s return of 3.88%. The third quarter of 2020 can be […]
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 […]