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Needham Growth Retail
59.52
-1.55
-2.54%
NEEGX概述
本页面提供Needham Growth Fund Retail Class的详细介绍，帮助您了解NEEGX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| John O. Barr | President | 2010 | now |
| 背景介紹 | Mr. John O. Barr is a graduate of Harvard Business School and Colgate University. From 1995 - 2000, Mr. Barr was a Managing Director and Senior Analyst at Needham & Company. He was an Institutional Investor All-Star and was ranked by Reuters as leader of one of the top software teams. He also served as Director of Research. From 2000 - 2002, he was a Managing Director and Senior Analyst at Robertson Stephens following semiconductor technology companies. He focused on telecom, semiconductors and software. He also has experience with financials, energy, exploration and production and mining stocks. From 2008 - 2009, Mr. Barr was the Founding and Managing Member of Oliver Investment Management, LLC. He rejoined Needham & Company in August 2009 as a Managing Director and a portfolio manager . He engages in a variety of portfolio management-related activities, including stock selection, research, company visits and market analysis. | ||
| Chris J. Retzler | Executive Vice President | 2009 | now |
| 背景介紹 | Mr. Chris Retzler has been with Needham Asset Management, LLC since 2005. Mr. Retzler is a graduate of the Columbia Business School and was a Fulbright Scholar. He began his career in 1994 with Merrill Lynch Investment Banking. When he left Merrill Lynch in 2002, Mr. Retzler was an associate in Mergers and Acquisitions where he participated in numerous stock and asset transactions across a wide range of domestic and global industries. From 2002 until he joined Needham, he was in charge of Winterkorn, a privately owned company. Mr. Retzler was Managing Director of Needham Asset Management, LLC. Mr. Retzler’s responsibilities at Needham included examining and conducting due diligence on both existing and new investment opportunities. He engages in a variety of portfolio management-related activities, including stock selection, research, company visits and market analysis. | ||
| Bernard Lirola | Portfolio Manager and Executive VP | 2008 | 2009 |
| 背景介紹 | Lirola is the Portfolio Manager and Executive Vice President of the Growth Fund and the Aggressive Growth Fund. Prior to joining Needham in 1994, he worked at Smith Barney, Harris Upham & Co. (1976-1978), CS First Boston (1978-1990) and Swiss Bank Corporation (1990-1994). Lirola was an early member of CS First Boston’s M&A group (1978), recruited by Joseph Perella and Bruce Wasserstein and headed CS First Boston’s M&A healthcare group (1985-1990). At Swiss Bank Corporation, he was Head of U.S. M&A activities (1990-1994). Lirola joined Needham in 1994 and was successively a Co-Head of Health Care, Co-Head of Investment Banking and a member of its Operating Committee. Between 1996 and 1999, he was also an equity research analyst covering the health care services industry. His current duties include portfolio management-related activities, including stock selection, research, company visits and market analysis. | ||
| James K. Kloppenburg | Portfolio Manager, Managing Director | 2003 | 2008 |
| 背景介紹 | Kloppenburg is the portfolio manager of Needham Investment Management, LLC. He began his career in 1978 at Bankers Trust Co. in their Pension Investment Department, managing equity portfolios, before moving to equity sales at Cyrus J. Lawrence in 1982. In 1985 he joined Needham & Company, Inc. where he was managing director of Institutional Sales and Investment Policy. After a seven-year career at Hambrecht & Quist, Kloppenburg rejoined Needham & Company, Inc. in April of 2001 as a managing director. | ||
| Vincent E. Gallagher | Portfolio Manager | 2003 | 2007 |
| 背景介紹 | Gallagher is the portfolio manager of Needham Investment Management, LLC. He began his career in corporate finance at The First Boston Corporation, then became a managing director at Blyth Eastman Paine Webber and Chase Investment Bank during the 1980s. Gallagher worked as a senior vice president in private equity finance for AON Corporation in 1993. He left briefly in 2000 to become a managing director at Gerard Klauer Mattison & Co., Inc., but rejoined Needham & Company, Inc. in February 2002. | ||
| Peter J.R. Trapp | Managing Director | 1998 | 2003 |
| 背景介紹 | Trapp is currently a managing director with Needham & Company, his employer since 1994. Prior to joining the firm, Trapp served as a senior vice president in equity sales with Gerard Klauer Mattison & Company. He also worked with Goldman Sachs & Company and The First Boston Corporation. | ||
| Howard Schachter | - | 1996 | 1997 |
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