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Needham’s John Barr has achieved a 94% return over the past year by investing in small-cap companies that support emerging sectors such as AI, defense, and infrastructure. His strategy focuses on long-term holdings in overlooked businesses, including nLight, Vertiv, and PDF Solutions, which benefit from trends like increased demand for data centers and defense technology. Barr’s approach emphasizes patience, early small positions, and leveraging market inefficiencies in lesser-covered companies to generate outsized gains.
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