Our Process

Hood River Process

Find the Best Businesses

We typically look for businesses growing 15%+, a market capitalization of less than $5 billion, superior products, strong cash flow, increasing market share in a growing industry, and excellent management teams.

Talk to People

We talk to a company’s management team, their competitors, suppliers, customers, other industry contacts, and sell-side analysts to put together a bottom-up, fundamental mosaic for a potential investment.

Compare and Contrast

After establishing our own fundamental outlook for a stock, we compare it to sell-side models and market expectations.  We must have a variant perception to capitalize on sell-side errors or conservatism.

Pay the Right Price

Our price target is driven by our proprietary fundamental forecast. Before investing, we evaluate the company’s valuation versus its own history, its industry, and the market overall.

Portfolio Construction

We add value through stock selection over time, not through sector weights.  We control risk by limiting position sizes, controlling economic factor exposure, monitoring liquidity, and giving larger weightings to our highest conviction ideas.

Sell discipline

Stocks are sold when the risk/reward is compromised.  If fundamentals deteriorate or a stock reaches our price target, we aggressively sell positions.

Investors should carefully consider the Fund’s investment objective, risks, charges and expenses before investing. For a prospectus, which contains this and other important information about the Fund, please call 800-497-2960. Please read the prospectus carefully before investing or sending money.

Investments involve risk, principal loss is possible.

The Hood River Small Cap Growth Fund is distributed by Quasar Distributors, LLC. Hood River Capital is the advisor to the Fund.

Hood River Capital Management LLC is an SEC Registered Investment Adviser. Use of this website signifies that you accept our ‎Terms and Conditions.
©2019 Hood River Capital Management LLC