Inflation fears are rising…
And for many folks nearing retirement, it’s happening at the worst possible time.
That’s why it’s absolutely critical to hold a portion of your wealth in solid long-term investments, so your nest egg lasts as long as you do…
But what’s the best way to do it safely and with as little risk as possible?
Dan looks to answer this question by sitting down with the portfolio manager of the Needham Aggressive Growth fund – Mr. John Barr.
Prior to his career on Wall Street, John worked for 14 years in the electronic design and automation industry, giving him unique insights into the world’s high-growth technology companies that many of his colleagues on Wall Street lack.
Today, he works as a co-portfolio manager of Needham Growth fund and portfolio manager of the Needham Aggressive Growth fund.
During their conversation, John explains his philosophy of finding stocks that deliver compounding returns. He looks for what he calls "hidden compounders" before they become "quality compounders."
He even shares the name of one company in his portfolio that he bought at $7… which today is priced around $140… approximately a 20X winner…
Then he tells Dan about another stock he absolutely loves… But this one is still in the "hidden compounder" stage…
The company trades for around $10 today, and John thinks that long term, it could join the ranks of some of his biggest winners.
If you’re looking to invest in high upside growth stocks, but want to know how to go about it the right way, this is a conversation you don’t want to miss…