More on Needham Small Cap Growth Fund

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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MtnView

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More on Needham Small Cap Growth Fund

posted on Dec 29, 2020 10:30PM

There may be more than coincidence to the upcoming January 14th meeting at which POET is presenting. The very successful Needham Small Cap Growth Fund does indeed focus on companies like POET technologies. www.needhamfunds.com/mutual-funds/small-cap-growth-fund/

Needham's strategy for this fund includes: invest in small cap (under $5 billion) growth opportunities; in fact, 11.5% of their holdings are in companies with market caps of less than $250 million - yep, that's us!

Needham invests in companies with "disruptive products or services" - yep that sounds like us too! Also invests in companies that are "emerging as market leaders" with "strong, incentivized management teams" - that may describe POET as well!

Also, nearly 50% of the companies in Needham's fund are in the communications or semiconductor or semconductor equipment industries, including Infinera Corp (wafers) and Photronics among their top 10 holdings!

Sounds a little interesting?

MTNVIEW

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