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.

<p>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&nbsp;David Cohne, mutual fund and active-management analyst with&nbsp;Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at BI, spoke with&nbsp;John Barr, managing director at&nbsp;Needham Funds&nbsp;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.</p>

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

<p>Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.</p>

Inside Active by Bloomberg Intelligence

Needham Funds’ Barr on Hidden Quality Compounders

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bbd2fa4a-4aef-4bb9-8b82-b27a014fc634/transcript

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