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Needham Funds’ Barr on Hidden Quality Compounders

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Manage episode 465003984 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The Russell 2000 ended the year on a sour note over unease about where interest rates could go. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at BI, spoke with John Barr, managing director at Needham Funds and portfolio manager for the Needham Aggressive Growth Fund (NEAGX) about hidden quality compounders and why investing with a margin of safety is crucial for long-term success. They also discussed why owning established businesses helps with downside protection, why founders are a shortcut to finding great management and how meeting with private companies can help with long-term success.

See omnystudio.com/listener for privacy information.

  continue reading

35 episodes

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Manage episode 465003984 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

The Russell 2000 ended the year on a sour note over unease about where interest rates could go. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at BI, spoke with John Barr, managing director at Needham Funds and portfolio manager for the Needham Aggressive Growth Fund (NEAGX) about hidden quality compounders and why investing with a margin of safety is crucial for long-term success. They also discussed why owning established businesses helps with downside protection, why founders are a shortcut to finding great management and how meeting with private companies can help with long-term success.

See omnystudio.com/listener for privacy information.

  continue reading

35 episodes

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