Hood River
Hood River CM International Opportunity Fund
International Opportunistic
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 5 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Hood River for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Institutional
- 1Y+31.3%index +14.7%
Index: MSCI All Country World ex US Small Cap Index
| 1Y | |
|---|---|
| Hood River CM International Opportunity Fund | +31.3% |
| MSCI All Country World ex US Small Cap Index | +14.7% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 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 →What it bought and sold
After being out of the portfolio, the company was added back during the quarter as subscription momentum improved and the opportunity to expand beyond its core European markets became more visible.
Also held
- Electro Optic Systems
- Angel One Limited
- MDA Space
- Kioxia Holdings
- Super Group
Its investment theses
- Electro Optic SystemsSep 2026Electro Optic Systems develops remote weapon systems and counter-drone technology and is positioned to benefit from rising defense spending and drone protection demand.
- EQ ResourcesSep 2026EQ Resources operates the Mt Carbine tungsten mine and offers exposure to increasing production and the strategic importance of tungsten.
- MDA SpaceJun 2026MDA Space manufactures satellites and space systems, with a key Globalstar contract and exposure to the infrastructure behind satellite networks.
- Kioxia HoldingsJun 2026Kioxia Holdings is a leading NAND flash and SSD supplier benefiting from AI-driven storage demand, stronger pricing, and improving volumes.
- eDreams ODIGEOJun 2026eDreams ODIGEO has a subscription-based travel model with Prime, expanding internationally and targeting long-term subscriber growth.