Needham Funds, Inc. is affiliated with Needham Asset Management, LLC, which manages over $650 million in public and private equity investments. With an emphasis on tax-efficient capital appreciation and preservation, Needham Asset Management seeks above-average growth at value prices in varying styles of market capitalization and rate of growth targets.
|George A. Needham
Chairman of the Board, and Chief Executive Officer, The Needham Group, Inc.
George Needham co-founded Needham & Company in 1985, a leading investment banking firm specializing in emerging growth companies. He was formerly a managing director of The First Boston Corporation, where he established its Business Development and Technology Groups during his 15-year career. Prior to this he was a portfolio manager in the Investment Advisory Division at Bankers Trust Company. He was a First Lieutenant in the United States Army and served as Company Commander of the 503rd Transportation Company in Heidelberg, West Germany. He is a graduate of Bucknell University and the Stanford Graduate School of Business.
John Barr is a Co-Manager of the Needham Growth Fund (NEEGX). He has been its Co-Manager since January 2010. He also manages the Needham Aggressive Growth Fund (NEAGX). He engages in a variety of portfolio management-related activities, including stock selection, research, company visits and market analysis. He rejoined Needham & Company in August 2009 from Oliver Investment Management, LLC, a long-short hedge fund focused on small cap technology and exploration and mining stocks, of which John was the Founding and Managing Member. From 2002 to 2008, he served as a portfolio manager and analyst at Buckingham Capital Management for their diversified industry long/short domestic equity hedge fund. He focused on telecom, semiconductors and software. He also has experience with financials, energy, exploration and production, and mining stocks. From 2000 to 2002, John was a managing director and senior analyst at Robertson Stephens following semiconductor technology companies. From 1995 to 2000, he was a managing director and senior analyst at Needham & Company. He also served as its director of research. John was an Institutional Investor All-Star and was ranked by Reuters as leader of one of the top software teams. He is a graduate of Harvard Business School and Colgate University.
Chris Retzler is a Co-Manager of the Needham Growth Fund (NEEGX). He has been the Co-Manager since January 2009. He also manages the Needham Small Cap Growth Fund (NESGX) since January 2008. He joined Needham Asset Management in 2005, coming from Winterkorn, where he spent the previous three years. Prior to Winterkorn, Chris was part of Merrill Lynch's Investment Banking from 1994 to 2002. He graduated with a BA from Bucknell University in 1993, moving on to become a Fulbright Scholar in 1994. He received his MBA from Columbia Business School in 1999.