The Growth Factor - Manager Commentary

Click on the links below to view issues of our Portfolio Managers' regular commentary, The Growth Factor. The Growth Factor is a series of regular commentary published by Needham Funds' Portfolio Managers John Barr and Chris Retzler and Chief Financial Officer Jim Giangrasso. In their monthly missives, John, Chris and Jim lend their viewpoint on thematic investing in growth stocks and discuss market and macroeconomic trends.

The Growth Factor, Vol. 25 - Preview of the 19th Annual Needham Growth Conference

The Growth Factor, Vol. 24 - Educational Briefs Chapter 1: Beta

The Growth Factor, Vol. 23 - The Role of Founders, Family & Long-Tenured Management in Compounders

Needham Growth Insights: What to Look For in Small Caps

Needham Growth Insights: Why Small Caps?

The Growth Factor, Vol. 22 - Precision Castparts & Berkshire Hathaway

The Growth Factor, Vol. 21 - Preview of the 18th Annual Needham Growth Conference

The Growth Factor, Vol. 20 - Putting Active Share to Work

The Growth Factor, Vol. 19 - Active Share & Low Turnover

The Growth Factor, Vol. 18 - Preview of the 17th Annual Needham Growth Conference

The Growth Factor, Vol. 17 - 2nd Act Investing

The Growth Factor, Vol. 16 - The WOW Factor

The Growth Factor, Vol. 15 - The 34th America's Cup - Lessons in Management

The Growth Factor, Vol. 14 - Preview of Grant's Spring 2014 Conference & 13th Annual Needham & Company, LLC Healthcare Conference

The Growth Factor, Vol. 13 - Profile of Makism 3D (MDDD) - A Penny Stock

The Growth Factor, Vol. 12 - Preview of Needham Growth Conference

The Growth Factor, Vol. 11 - In Pursuit of Tenbaggers

The Growth Factor, Vol. 10 - Are We in a Bubble? We Say No, But Be Careful Out There

The Growth Factor, Vol. 9 - Preview of Grant's Investment Conference

The Growth Factor, Vol. 8 - Investment Criteria and a Few of Our New Stocks

The Growth Factor, Vol. 7 - The WOW Factor

The Growth Factor, Vol. 6 - Why Dividends Matter

The Growth Factor, Vol. 5 - Preview of Needham Growth Conference

The Growth Factor Vol. 4 - One Up on Wall Street

The Growth Factor Vol. 3 - iPhone 5: Apple's Implications Across our Portfolios

The Growth Factor Vol. 2 - Is the Market Rigged Against the Retail Investor?

The Growth Factor Vol. 1 - On the Road with Chris & John


Q3 Conference Call Audio

Q3 Conference Call Transcript


Chuck Jaffe's MoneyLife Market Call with John Barr - 1/19/17

John Barr discusses investment methodology and his recent commentary, The Growth Factor Vol. 23 on compounders, with Moneylife host Chuck Jaffe.  John and Chuck also talk about portfolio holdings VRX, IPGP and ODC.  John gives a "Hold It or Fold It" answer on AKAM, ADS, AAPL, GSVC and ENTG.

MoneyLife host Chuck Jaffe is senior columnist for MarketWatch. His three weekly columns are syndicated nationally, and his "Your Funds" column is the most widely read feature on mutual fund investing in America. In 2009, Chuck was named to MutualFundWire's list of the 40 Most Influential People in Fund Distribution, the only journalist ever to make the list.


Forbes: Wally Forbes interviews John Barr - 10/28/2016

Topic: 3 Stocks That Have That 'Wow' Factor – AKAM, PDFS, IPGP


Quarterly Commentaries

Portfolio Managers Commentary - 4th Quarter 2016

Portfolio Managers Commentary - 3rd Quarter 2016

Portfolio Managers Commentary - 2nd Quarter 2016

Portfolio Managers Commentary - 1st Quarter 2016