The June issue of Citywire Professional Buyer magazine highlights Needham Aggressive Growth and Needham Small Cap Growth among top-performing Small-Cap Growth funds for three years, with comment from John Barr (“Thrills turn to spills for small growth PMs: It’s been a wild ride for these funds, but some managers have handled it better than others,” by John Coumarianos).
Chris Retzler is quoted throughout a MarketWatch article today on the investment landscape for equites now (“Don’t get out of equities and start to favor growth strategies,” by Michael Brush).
“We invest primarily in companies providing tools and equipment and capital goods toward technology infrastructure, communications infrastructure and to a lesser degree physical infrastructure. Examples are 5G communications. And a big one is data centers.