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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 20, 2025 | Hood River Capital – International Opportunity Fund | - | - | ALM, AVIO IM | aerospace, Artificial Intelligence, Critical Minerals, semiconductors, small caps | The fund outperformed benchmarks as small- and mid-cap international equities benefited from renewed optimism in AI and cyclical recovery. Managers highlight gains in tech hardware, financials, and industrials across Europe and Asia, citing reforms in Japan and strong semiconductor demand. Portfolio holdings in aerospace and critical minerals underscore positioning in global innovation and infrastructure. | AII CN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mar 18, 2026 | Seeking Alpha | Seeking Alpha | Almonty Industries Inc. | Mining | Tungsten Mining | Bull | Toronto Stock Exchange | Defense spending, geopolitical tensions, High Prices, Mining, Non-Chinese Supply, Offtake Agreements, Sangdong Mine, Supercycle, supply chain, Tungsten | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||