Morningstar® Investment Profile™   Morningstar®
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  Format
for Print
Hood River Small-Cap Growth Instl  HRSMX
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-10-31  
Maximum Sales Fees
Maximum Sales Charge ---
Maximum Fees
Administrative ---
Management 0.90%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.90%
Prospectus Net Expense Ratio 1.07%
Total Annual Operating Expense 1.07%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 2003-01-02
Mngr Name David G. Swank
Mngr Start Date 2009-04-30
Biography
David founded Hood River Capital Management, which spun out of Roxbury Capital Management, where he managed the Small-Cap Growth product for 5 years. Prior to Roxbury, David worked for GMT Capital Corporation as the healthcare sector head of a $4 billion long/short equity hedge fund. He previously worked at Morgan Stanley Investment Management and began his career as a research associate at Furman Selz and Montgomery Securities. David has a B.S. with Distinction from the University of Virginia and an M.B.A. from the Tuck School of Business at Dartmouth College.
Mngr Name Brian P. Smoluch
Mngr Start Date 2003-01-02
Biography
Brian founded Hood River Capital Management, which spun out of Roxbury Capital Management, where he managed the Small-Cap Growth product for 10 years. Prior to Roxbury, Brian was part of the small/mid-cap team at Columbia Management. He began his career as an investment banking financial analyst at Salomon Brothers in New York. Brian has a B.S. with Distinction from the University of Virginia and an M.B.A. in finance from Harvard University.
Investment Advisor(s)
Hood River Capital Management LLC
Web Site
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Issuer
Hood River Capital Management
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