Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| 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 | - | - | AII.TO, AVI.MI | AI, Asia, Critical Minerals, defense, Europe, international, semiconductors, small cap | 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 |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||