Needham Funds

Needham Hedge Funds pursue long/short style limited partnerships focused on emerging growth companies, grounded in fundamental research and active portfolio management.

The Needham Aggressive Growth Fund seeks to create wealth for long-term investors using a three phase investment strategy of "Hidden to Quality Compounders".

Needham Growth Fund focuses on long-term, tax-efficient capital appreciation by investing in public companies with strong growth potential at value prices.

Needham Small Cap Growth Fund seeks long-term capital appreciation by investing in undervalued small-cap companies with potential for superior growth.

John Barr explores how Needham Funds integrates AI into investment strategies, highlighting portfolio companies like Super Micro Computer and PDF Solutions driving AI infrastructure.

Chris Retzler examines early 2025 market volatility driven by policy shifts, highlighting investment opportunities amid recalibrated domestic and global landscapes.

Insights and market commentary from Needham Funds’ portfolio managers, featuring analysis of fund performance, economic trends, and investment strategy updates.

John Barr analyzes the CHIPS and Science Act's impact on U.S. semiconductor manufacturing, highlighting $29.1 billion in awards to companies like GlobalFoundries, Inc.

Needham Funds news post "Chris Retzler on "Small Caps with Exponential Growth""

News and media coverage of Needham Funds, including firm updates, investment insights, and mentions in financial publications and industry press.

Needham Funds news post "Kiplinger ranks Needham Small Cap Growth Fund as top performer in 2020"

Needham Funds news post "Needham Hires Industry Veteran to Advisor Consultant Role"

Dean joined Needham Funds in 2021 to lead sales and distribution efforts in the western half of the United States. Dean has served in the financial services industry for over 25 years.

Jim has served as Chief Compliance Officer for Needham Asset Management since 1998, overseeing SEC and FINRA compliance for Needham Funds. He also holds the role of Chief Administrative Officer at Needham & Company and sits on the firm’s Operating and Executive Committees.

Jim has been Chief Financial Officer of Needham Asset Management since 2011, and was its Controller from 2006 through 2010.

Kathleen joined Needham in 2008 as an Executive Assistant and later managed roles in sales, marketing, administration, and operations. She now focuses on strategic initiatives, administrative matters, and client service for Needham’s hedge fund limited partnerships.

Needham Funds focuses on tax-efficient growth equity strategies in small and mid-cap public markets, guided by disciplined, research-driven investing.

The Needham September 11th Scholarship Fund honors victims by supporting educational opportunities for their children through need- and merit-based awards.

Needham Funds provides growth equity mutual funds, investor services, and support for financial advisors.

Needham Funds offers growth equity mutual funds focused on long-term capital appreciation in tech, healthcare, and small-cap stocks.

Needham Funds’ privacy policy describes how personal and financial information is collected, used, and protected on its website and investor services.

Terms of Use for the Needham Funds website covering legal disclaimers, usage limitations, intellectual property, and conditions related to site access.