MARKET REVIEW In 1Q21, the Russell 2000 returned 12.70% and the S&P 500 returned 6.17%.  Bullish sentiment continued through early February until inflation fears increased and the long end of the yield curve began to rapidly rise.  This caused a risk-off period for higher growth stocks and a significant rotation out of growth into value […]

MARKET REVIEW In 1Q21, the S&P 500 returned 6.17%.  There was a significant rotation out of growth into value late in the quarter – the S&P 500 Value Index returned 10.58% in Q1 while the S&P 500 Growth Index finished up 2.06%. Source: Zephyr Informais MACRO OBSERVATIONS We believe accommodative policies have long provided tailwind […]

MARKET REVIEW In 1Q21, the S&P 500 returned 6.17% and the Russell 2000 returned 12.70%. There was a significant rotation out of growth into value late in the quarter – the Russell 2000 Value Index returned 21.17% in Q1 while the Russell 2000 Growth Index finished up +4.88%. Source: Zephyr Informais MACRO OBSERVATIONS We believe […]

In the “Market Call” segment Friday on the Money Life with Chuck Jaffe podcast, John Barr discussed investment process and representative holdings of Needham Aggressive Growth (“John Barr of the Needham Growth and Needham Aggressive Growth funds talks stocks in the Market Call”). Please click for 16-minute audio of John’s interview. The full one-hour program […]