U.S. Small/Mid-Cap Growth

Strategy Highlights

  • Stock selection driven by proprietary fundamental research
  • Long-only portfolio of 55 – 95 growth stocks
  • Benchmarked to the Russell 2500 Growth Index®

Investment Approach

We believe the US small-cap equity market is 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 $10 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 valuation.

Collective Investment Trust (CIT)

Hood River Capital Management sub-advises a collective investment trust (CIT) for certain tax qualified pension plans, profit sharing plans, and government-sponsored entities.

For more information on this strategy and our collective investment trust capabilities, please contact us.

Administrative Contact

Maureen Flaherty
mflaherty@hoodrivercapital.com
561.484.5699

Hood River Capital Management LLC serves as the advisor to the Fund.