Hood River
Hood River CM Emerging Markets Fund
Emerging markets Mega-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Hood River for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Institutional
- YTD+72.0%index +23.9%
- Inception · total+82.2%index +29.9%
Index: MSCI Emerging Markets (Net)
| YTD | Since inceptiontotal | |
|---|---|---|
| Hood River CM Emerging Markets Fund | +72.0% | +82.2% |
| MSCI Emerging Markets (Net) | +23.9% | +29.9% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
Its investment theses
- Samsung Electro-Mechanics Co LtdJun 2026Samsung Electro-Mechanics benefits from an improving MLCC cycle driven by AI servers, automotive, and other higher-value applications.
- Leader Harmonious Drive SystemsJun 2026Leader Harmonious Drive Systems provides leveraged exposure to robotics and humanoid automation through its leading position in precision reducers and actuators.