Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Hood River generated stellar outperformance of 649 bps in Q3 2025 through superior stock selection in tech and utilities, and remains highly constructive on small-caps given rate cut tailwinds and attractive relative valuations.
Full Quick Take
Hood River generated stellar outperformance of 649 bps in Q3 2025 through superior stock selection in tech and utilities, and remains highly constructive on small-caps given rate cut tailwinds and attractive relative valuations.
The Strategy achieved strong absolute performance but lagged its benchmark due to underweights in high-momentum growth names, prompting the team to selectively add high-quality compounders during market drawdowns.
Full Quick Take
The Strategy achieved strong absolute performance but lagged its benchmark due to underweights in high-momentum growth names, prompting the team to selectively add high-quality compounders during market drawdowns.
