Hood River Small-Cap Growth Fund Investor Shares (HRSRX)

Overview

The fund is a specialized investment vehicle focusing on the procurement of common stocks from U.S. corporations that exhibit either strong growth potential or are deemed undervalued in relation to their inherent profitability. Managed by Hood River, the fund operates under the principle of dedicating at least 80% of its net assets, in addition to any funds borrowed for investment purposes, towards equities within the small-cap segment. This segment is strictly defined by market capitalization criteria that align with the benchmarks set by both the S&P SmallCap 600® Index and the Russell 2000® Growth Index. This strategic market positioning targets companies that promise growth or offer significant value at their current market prices, thereby aiming to capitalize on the dynamic and often undervalued sector of small-cap U.S. corporations.

Products and Services

• Investment in U.S. Small-Cap Stocks

  This product involves a strategic acquisition of equity, specifically in U.S. corporations identified within the small-cap domain. The fund selects companies based on Hood River’s analysis, which determines whether these entities are currently undervalued by the market or possess strong growth prospects. Through this targeted investment approach, the fund seeks to maximize returns by capitalizing on the potential undervaluation or future growth of these corporations, with all selected stocks meeting the specific market capitalization requirements associated with the S&P SmallCap 600® Index and the Russell 2000® Growth Index criteria.

• Borrowing for Investment Purposes

  In addition to direct investment of its net assets, the fund also utilizes borrowed capital to enhance its investment capacity. This strategic borrowing allows the fund to further leverage its position in the small-cap market segment, aiming to optimize the potential return on investment through an expanded financial base. The practice of leveraging through borrowing for investment purposes reflects an aggressive investment strategy that seeks to amplify gains from its equity holdings in U.S. small-cap corporations, within the guidelines of prudent risk management.