Small-Cap Growth Commentary – December 31, 2021
The Hood River Capital team hopes this year-end commentary finds you happy and healthy as we wrap up yet another year. 2021 was marked by uncertainty and volatility for equity indices. Hood River’s U.S. Small Cap Growth strategy outperformed its benchmark for the quarter and for the full year ending December 31, 2021. The fourth […]
Small-Cap Growth Commentary – September 30, 2021
With the onset of the Delta variant, COVID once again topped headlines in the third quarter. While yet another surge in case counts was indeed a cause for concern, the total U.S. trajectory has thus far followed that seen in other countries that faced Delta. That is, while there was a rapid rise in cases, […]
Small-Cap Growth Commentary – June 30, 2021
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 […]
Small-Cap Growth Commentary – March 31, 2021
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 […]
Small-Cap Growth Commentary – December 31, 2020
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 […]
Small-Cap Growth Commentary – September 30, 2020
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 […]
Small-Cap Growth Commentary – June 30, 2020
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 […]