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.
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.