With the popularity of focused strategies on the rise, Alger recently asked Greenwich Associates to explore the appetite for and popularity of focused strategies among institutional investors, investment consultants and retail fund intermediaries. We are pleased to share with you the resulting white paper,
The Power of Focus: Looking for Alpha in a Sea of Beta.
These product brochures provide high-level insights into Alger’s high-conviction focused portfolios.
Learn about Alger 25 Strategy, a focused portfolio of approximately 25 stocks representing the highest conviction investment ideas by Alger’s research team.
Read additional thought leadership from Alger analysts and investment strategists.
Investors continually seek investment managers with potential to outperform. However, many managers struggle to explain why they believe their investing philosophies are superior, and many investors are not sure what drives outperformance. Alger’s philosophy of investing in Positive Dynamic Change is a unique and powerful combination of two variables that we believe drive excess returns: skill and opportunity.
Research suggests that managers’ highest conviction holdings outperform the more diversified fund products in which they are found. So why not cut to the chase and invest solely in portfolio managers’ best ideas? We believe research supports the merits of doing exactly that with focused portfolios.
In our latest podcast, Weatherbie Senior Managing Director and Director of Research, Josh Bennett discusses how the Weatherbie Specialized Growth Strategy evolved over time to focus on 50 stocks, and how Weatherbie's team process identifies the ideal companies for the portfolio.
In the debut installment of Alger On the Record Extra Client Portfolio Manager Kevin Collins explores how investors might meet their growing need for alpha. Many believe that focused strategies, investment strategies containing roughly 50 or fewer securities, effectively deliver alpha potential.
We are in the early days of one of the most innovative times in history. Our in-depth fundamental research process focuses on investing in the companies that are capitalizing on innovation and avoiding those that are being disrupted.
Alger Capital Appreciation Focus Portfolio Manager Patrick Kelly discusses investing in innovation in this latest video in our Alger on the Record series.
I think most of my industry peers have been closet indexers, managing the portfolio by underweighting and overweighting the index. I do not manage by overweighting or underweighting the benchmark. For us, it’s all about fundamental, bottom up stock selection.
In our latest podcast, Alger Small Cap Focus Portfolio Manager Amy Zhang discusses her optimistic outlook for small cap growth equities and why she thinks market conditions are favorable for active portfolio managers.
Portfolio Manager Josh Bennett expounds on the investing principles that form the foundation of the Weatherbie way.
Alger Small Cap Focus Portfolio Manager Amy Zhang is profiled in this recent
Learn more about Alger focus strategies.
Primarily invests in a focused portfolio of approximately 50 holdings of small cap companies identified through our fundamental research as demonstrating promising growth potential.
Primarily invests in a focused portfolio of approximately 50 holdings of U.S. large cap companies identified through our fundamental research as demonstrating promising growth potential.
Primarily invests in a focused portfolio of approximately 50 holdings of small and mid cap companies identified through our fundamental research as demonstrating promising growth potential.
Primarily invests in a focused portfolio of approximately 25 holdings of companies of any capitalization identified through our fundamental research as demonstrating promising growth potential.
The views expressed are the views of Fred Alger Management, Inc. as of March 2018. These views are subject to change at any time and they do not guarantee the future performance of the markets, any security or any funds managed by Fred Alger Management, Inc. These views are not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities.
Risk Disclosure: Investing in the stock market involves gains and losses and may not be suitable for all investors. Growth stocks tend to be more volatile than other stocks, as the prices of growth stocks tend to be higher in relation to their companies’ earnings and may be more sensitive to market, political and economic development.
Fred Alger & Company, Incorporated 360 Park Avenue South, New York, NY 10010 /
800.305.8547 (Retail) / 212.806.8869 (Institutional)
Institutional Investors and Consultants212.806.8869