David Swank discusses Hood River Capital Management LLC and the Hood River Small Cap Growth Fund. According to Mr. Swank, Hood River stands out as a firm because the portfolio managers work as a team and all serve as analysts. He believes this gives the team a greater likelihood of success and an appropriate level of conviction in their holdings. Mr. Swank’s small-cap growth strategy is based on the idea that small caps are an inefficient area of the market. He uses fundamental research to find information gaps, or situations that he believes are better than other investors expect. The fund is benchmarked to the Russell 2000 Growth Index, but sector weightings can deviate from the index by up to 15 percentage points.
Full interview available here.
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