Hood River Capital Management

Overview

Hood River Capital Management is a private investment firm specializing in private equity investments in lower middle-market companies across various industries in the United States. The firm focuses on identifying and capitalizing on inefficiencies within the market to deliver superior, risk-adjusted returns. Their investment approach is driven by fundamental research, utilizing proprietary analysis to uncover companies whose future fundamentals are likely to exceed market expectations. This process involves extensive engagement with company management teams, competitors, customers, suppliers, and other industry sources to gather valuable insights. The firm's investment strategies include U.S. Small-Cap Growth, U.S. Small/Mid-Cap Growth, and International Opportunity funds, all benchmarked to relevant indices. These strategies are available through open-end mutual funds, collective investment trusts, and separately managed accounts. Hood River Capital Management is 100% owned by its investment team, with two partners acting as co-portfolio managers. This structure ensures a strong alignment of interests between the firm and its investors. Hood River Capital Management is headquartered in Palm Beach Gardens, Florida, and serves as the advisor to the Hood River Small-Cap Growth Fund and the Hood River Collective Investment Trust. The firm's commitment to in-depth, original research and its focus on capturing the 'information gap' between market perceptions and reality are central to its investment philosophy, aiming to deliver consistent and superior outcomes for its clients.

Investment Focus

• Focus on lower middle-market companies
• Target industries include technology, healthcare, consumer goods, industrial goods, financial services, energy, materials, telecommunications, media, real estate, utilities, transportation, consumer services, business services, and retail
• Investment sizes typically range from $10 million to $50 million

Portfolio Companies