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 […]
About Kathleen Von Schlegell
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But we are proud to say that Kathleen Von Schlegell contributed 24 entries already.
Entries by Kathleen Von Schlegell
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 […]
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.