LongANGELONESep 2026
Angel One Limited
Angel One is the fund's identified Indian financial services holding, providing exposure to opportunities in India's trading platform industry. The managers believe regulatory…
Hood River International Opportunity Fund
Actively managed international small- and mid-cap growth equity strategy using bottom-up fundamental research to identify undervalued companies with improving earnings prospects.3 published ideas
The Hood River International Opportunity Fund is advised by Hood River Capital Management LLC. The strategy focuses on international small- and mid-cap companies where limited analyst coverage and market inefficiencies create opportunities for fundamental stock selection. The investment team conducts direct research with management teams, customers, suppliers, and industry participants.
Ideas from Hood River International Opportunity Fund
LongEOSSep 2026
Electro Optic Systems Holdings Limited
Electro Optic Systems is an Australian defense technology company developing remote weapon systems and counter-drone technologies. The managers believe the company is positioned…
LongEQRSep 2026
EQ Resources Limited
EQ Resources provides exposure to tungsten production through its Mt Carbine mine in Queensland, Australia, alongside expanding exposure in Spain. Tungsten is strategically…
Letters covered
- International Opportunity Fund CommentarySeptember 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.