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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 | - | - | AII.TO, AVI.MI | AI, Asia, Critical Minerals, defense, Europe, international, semiconductors, small cap | Optimism around artificial intelligence, along with the heavy investment required to build out its infrastructure, added to relative returns this quarter. The team continues to see significant opportunity in the companies that provide the backbone for technological progress. | AII CN |
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| 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. | ||||||||