Small Caps in a Falling Rate Environment
(8/28/2024) Read our thoughts on Small Caps in a Falling Interest Rate Environment.
Small Cap Growth Fund Commentary – Q2 2024
(6/30/2024) Hood River Small Cap Growth Fund second quarter 2024 commentary.
Small-Cap Growth Commentary – June 30, 2024
The second quarter was slightly soft for US small cap growth stocks, as the Russell 2000® Growth Index (the benchmark) fell by -2.92% in the three months ending 6/30/2024, placing the index +4.44% year-to-date (“YTD”). Small cap stocks lagged the S&P 500® Index’s +4.28% and Nasdaq’s +7.82% quarterly gains, which are now up +15.29% and […]
International Opportunity Fund Commentary – Q2 2024
(6/30/2024) Hood River International Opportunity Fund second quarter 2024 commentary.
Bloomberg Businessweek Podcast – Jobs Data Opens Fed Cut Debate
(6/7/2024) Lance Cannon joins Bloomberg Businessweek: Jobs Data Opens Fed Cut Debate in their Drive to the Close segment and discusses the latest jobs report and some individual stock picks.
Small-Cap Growth Commentary – March 31, 2024
The overall macro environment provided tailwinds for US equities in the first quarter of 2024 — and growth over value, in particular. The Russell 2000® Growth Index (the benchmark) rose +7.58% for the first three months of 2024, in comparison to the value counterpart’s +2.90% gain. Hood River’s US Small Cap strategy rose +14.23% (net […]
Bloomberg Intelligence Podcast – Small Cap Market Outlook
(2/14/24) Brian Smoluch discusses his outlook for the markets and some individual stock picks.
Small-Cap Growth Commentary – December 31, 2023
The fourth quarter of 2023 was a wild ride for US small caps, as the Russell 2000® Growth Index (the benchmark) hit both its annual nadir and peak during the final three months of the year. The benchmark hit its 2023 low of 1,037 on 10/27/23 before rallying to nearly 1,310 on 12/27/2023. Non-coincidentally, US […]
Bloomberg Businessweek Podcast – Apple Outlook Mixed Post Earnings on China Concerns
(11/2/2023) Lance Cannon joined the Bloomberg Businessweek Podcast in the Drive to the Close segment and discussed the Hood River International Opportunity Fund.
Bloomberg Radio – Markets, Inflation, and Israel
(10/11/2023) Brian Smoluch discusses individual stock picks and market reaction to renewed and uncertain geopolitical risks.
