Emerging Markets
Strategy Highlights
- Stock selection driven by proprietary fundamental research
- Long-only portfolio of up to 120 stocks
- Benchmarked to the MSCI Emerging Markets Index
Investment Approach
We believe that emerging markets remain relatively inefficient. Information is fragmented, management access is limited, and local context often determines whether a business is truly understood. The Hood River Emerging Markets strategy is designed to attempt to exploit these gaps. Through deep regional knowledge, direct operator and management access, and disciplined bottom-up research, we seek to identify both high-quality and inflection-point businesses before they become consensus.
We focus on opportunities where:
- Inefficiencies are largest: underfollowed small/mid-caps and off-benchmark names overlooked by passive flows.
- Local insight seeks to create alpha: proprietary networks, language advantage, and on-the-ground checks can uncover catalysts many global investors miss.
- Structural change drives compounding: formalization, infrastructure buildout, digital leapfrogging, and capital-market deepening.
- Consumption growth accelerates rising incomes, urbanization, and tech-native demographics reshape demand.
