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Needham Small Cap Growth Fund – 2Q21 Commentary

MACRO OBSERVATIONS In 2Q21, the Russell 2000 returned 4.29%. Value stocks narrowly outperformed relative to growth, as the long end of the yield curve reversed its rapid and significant ascent in February and early March. We believe accommodative Central Bank policies will continue. However, discussions began on tapering bond purchases. The balance between economic growth, […]

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Investor’s Business Daily: How the Best-Performing Mutual Funds 
Deliver Consistent Market-Beating Returns

How A Top Small-Cap Growth Fund Beats The Market Buying ‘Hidden Compounders’
John Barr, of Needham Aggressive Growth (NEAGX), stands alone as his fund is the only small-cap stock fund to make IBD’s 2026 list of best-performing mutual funds

His secret sauce to picking winning small stocks? Identify “hidden compounders” that fly under the radar, and then patiently wait until they get discovered.

Read the full article here.