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.
The Hood River New Opportunities Fund delivered a strong Q2 2025 return of +23.39%, beating its benchmark by 1,208 bps through effective stock selection. The fund remains constructive on SMID Cap Growth valuations and is positioned defensively against tariff volatility and consumer softness.
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The Hood River New Opportunities Fund delivered a strong Q2 2025 return of +23.39%, beating its benchmark by 1,208 bps through effective stock selection. The fund remains constructive on SMID Cap Growth valuations and is positioned defensively against tariff volatility and consumer softness.