Quality is Forward Looking: Why Traditional Metrics Can Miss Tomorrow’s Best Businesses
(8/6/2026) For decades, investors have associated quality with a familiar set of characteristics: growing earnings, expanding margins, strong returns on capital, and consistent cash generation.
Emerging Markets Fund Commentary – Q2 2026
(6/30/2026) Hood River Emerging Markets Fund second quarter 2026 commentary.
Small Cap Growth Fund Commentary – Q2 2026
(6/30/2026) Hood River Small Cap Growth Fund second quarter 2026 commentary.
New Opportunities Fund Commentary – Q2 2026
(6/30/2026) Hood River New Opportunities Fund second quarter 2026 commentary.
International Opportunity Fund Commentary – Q2 2026
(6/30/2026) Hood River International Opportunity Fund second quarter 2026 commentary.
The Growing Information Gap – June 2026
(6/24/2026) One of the most important shifts in investing over the last decade has received surprisingly little attention.
Emerging Markets Fund Commentary – Q1 2026
(3/31/2026) Hood River Emerging Markets Fund first quarter 2026 commentary.
International Opportunity Fund Commentary – Q1 2026
(3/31/2026) Hood River International Opportunity Fund first quarter 2026 commentary.
New Opportunities Fund Commentary – Q1 2026
(3/31/2026) Hood River New Opportunities Fund first quarter 2026 commentary.
Small Cap Growth Fund Commentary – Q1 2026
(3/31/2026) Hood River Small Cap Growth Fund first quarter 2026 commentary.