U.S. Small-Cap Growth
Strategy Highlights
- Stock selection driven by proprietary fundamental research
- Long-only portfolio of up to 120 growth stocks
- Benchmarked to the Russell 2000 Growth Index®
Investment Approach
We believe the US small-cap equity market is relatively inefficient. For over two decades, Hood River has employed a process that utilizes rigorous proprietary, fundamental analysis that attempts to identify an information gap between our earnings estimates and Wall Street estimates.
- Find the best businesses from those growing at 15%+ with market caps of $5 billion or less.
- Build and corroborate our estimates by talking to management, customers, suppliers.
- Identify potential research gaps by comparing our estimates to Street expectations.
- Ensure we pay the right price by evaluating historical, peer, industry valuations.
Hood River Capital Management offers this strategy through an advised mutual fund and separately managed accounts.
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 mo
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 Russ
