Hood River International Opportunity Fund Institutional Shares (HRIOX)

Overview

This investment fund specializes in capitalizing on opportunities within the small-capitalization sector, focusing on companies situated in developed and emerging markets outside of the United States. By adhering to a strategy that encompasses a broad geographic scope — specifically targeting issuers in a minimum of ten countries that are part of the Morgan Stanley Capital International (MSCI) AC World Index ex USA Small Cap Index — the fund aims to diversify its investments. This approach is designed to balance the risks associated with investing in smaller companies while seeking to exploit the growth potential inherent in this segment. The fund operates under the guidance of an adviser committed to constructing a portfolio of approximately 80-85 stocks, geared towards minimizing both specific issuer and overall market risk, under normal market conditions.

Products and Services

• Investment in Small-Capitalization Companies

The core offering involves the acquisition of common stocks and other equity securities. This focuses on small-cap companies based in non-U.S. markets, both developed and emerging, aiming to harness the growth potential of these entities while managing investment risk.

• Geographically Diverse Portfolio

The fund seeks to maintain a globally diversified portfolio by investing in companies located in at least ten different countries included in the MSCI AC World Index ex USA Small Cap Index. This strategy is not only about spreading risk but also about capturing growth from the international small-cap sector.

• Risk Mitigation

With an approximate holding of 80-85 stocks, the fund focuses on constructing a portfolio that is aimed at reducing issuer-specific risks and the overall risk of the portfolio. This careful selection process is central to the fund's strategy to ensure resilience against market flux and to safeguard investor capital.