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Strategies/Large Cap
LARGE CAP STRATEGIES
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    Spectra

    Primarily invests in growth equity securities of U.S. companies identified through our fundamental research as demonstrating promising growth potential, and engages in short selling (up to approximately 10% of the market value of the portfolio). Seeks long-term capital appreciation.

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    Capital Appreciation

    Primarily invests in growth equity securities of companies of any size identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

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    Focus Equity

    Invests in a focused portfolio of approximately 50 holdings consisting of companies of any capitalization identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

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    Large Cap Growth

    Primarily invests in equity securities of U.S. large cap companies identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.

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    Growth & Income

    Primarily invests in growth equity securities of U.S. companies identified through our fundamental research as paying a high dividend yield, having a history of strong and consistent dividend growth, or having the potential for capital appreciation and the ability to return cash to investors. Seeks to provide capital appreciation and current income.

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    Alger 35

    Invests in a focused portfolio of approximately 35 holdings of primarily U.S. companies of any capitalization identified through our fundamental research as demonstrating promising growth potential. Seeks long-term capital appreciation.​

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