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 New Opportunities Fund strongly outperformed its benchmark by 924 bps in Q3 2025. Moving into Q4, the fund has moderated its AI exposure to achieve a more balanced portfolio profile while remaining highly constructive on the SMID growth landscape.
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Hood River New Opportunities Fund strongly outperformed its benchmark by 924 bps in Q3 2025. Moving into Q4, the fund has moderated its AI exposure to achieve a more balanced portfolio profile while remaining highly constructive on the SMID growth landscape.