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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Hood River Capital - International Opportunity Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"Iran conflict created temporary volatility but compelling entry points for quality businesses. Fund tactically shifted from Japan to Australia/India, targeting power infrastructure and data center opportunities."
Hood River delivered exceptional Q1 performance (+10.79% vs -0.48% benchmark) by capitalizing on dislocated international small-caps. Iran conflict created temporary volatility but compelling entry points for quality businesses. Fund tactically shifted from Japan to Australia/India, targeting power infrastructure and data center opportunities. Management views current environment as ideal for disciplined, long-term investors.
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