Price-to-book value used to be a good indicator of the market’s expectation of stocks. Now, however, we believe this metric is not functioning as intended. A large and important portion of companies’ assets—intangibles—is often not reflected on their balance sheets.
"The arms race of this evolving ecosystem is the increasing dollars being spent on speed and content." With a seemingly limitless number of ways to consume televised content, investors are wondering which players to focus on. In our latest podcast, Alger Senior Analyst Mike Melnyk provides much needed clarity on the current media landscape.
Morningstar affirmed its Analyst Rating of Silver for the Alger Small Cap Focus Fund as outlined in this Morningstar Analyst Report.
The portfolio managers of the Alger SMid Cap Focus Fund were recently profiled by The New York Times. Matt Weatherbie, George Dai, and Josh Bennett discuss their unique research and investment process to identify and invest in smaller cap stocks.
"With the advent of innovative peer-to-peer transfer technologies, cashless payment platforms are growing rapidly." In our latest podcast, Alger Senior Analyst Darryl Ah Now discusses virtual banking, the "underbanked population", and how innovation is transforming the cashless payment landscape.
In a recent interview with Business Insider, Alger's Brad Neuman, CFA, explains how investors have been led astray by a widely used metric that overinflates the value of many companies that would be considered undervalued by other measures.
"Generally, people are overconfident when they make forecasts and inexperienced analysts may be less skeptical than they should be." In our latest podcast, Director of Market Strategy Brad Neuman discusses his latest white paper, "Looking Outside for Better Decisions".
In this commentary, Alger CEO and CIO Dan Chung explains how the advancement of “Internet 3.0,” which includes rapid improvements in high speed mobile communications, big data analytics and other developments, is changing virtually every aspect of our daily lives and creating attractive investment opportunities.
Following the herd often leads investors to make poorly timed investment decisions, as negative sentiment is often followed by strong performance. In this flyer, we examine the performance of Alger Spectra Fund following periods of large net redemptions.
Alger Capital Appreciation Fund, managed by Patrick Kelly, CFA, and Dr. Ankur Crawford, earned a Morningstar Analyst Bronze Rating.
Alger Spectra Fund, managed by Patrick Kelly, CFA, and Dr. Ankur Crawford, earned a Morningstar Analyst Bronze Rating.
In a recent interview, Amy Zhang, CFA, shared three stock picks that had helped drive her fund’s outperformance as well as what mattered most when deciding which companies to invest in.
In this short article, Portfolio Managers Matt Weatherbie, George Dai, and Josh Bennett provide a look inside the Weatherbie investment process and discuss how a stock gets added to The Weatherbie 50.
Excessive optimism and unforeseen circumstances can derail forecasts regarding various scenarios, such as the time required to complete specific projects. In this paper, we explain how incorporating an outside view can help address those shortcomings when making forecasts and potentially lead to better investment decisions.
Amy Zhang, CFA, portfolio manager of the Alger Small Cap Focus strategy, discusses tailwinds for small cap stocks, her investment criteria, and her views on volatility with The Wall Street Journal.
Portfolio Manager Amy Zhang, CFA, spoke with The New York Times about how her fund is differentiated from its benchmark and its peers in this profile article.
In this Barron’s profile, Alger CEO/CIO Dan Chung, CFA, discusses Internet 3.0 and the impact of technological innovations happening outside of the tech sector.
Amy Zhang is sticking to her belief that the little guys can uproot the legacy players. She knows, because she did it herself.
Money Management Executive has announced that Alger Portfolio Manager Amy Zhang has been named as one of their ten winners of the Top Women in Asset Management.
From eSports to self-driving cars to the adoption of machine learning, keeping up with radical technology shifts can be daunting for investors. Alger Technology Sector Analyst Ben Reynolds provides an update on these investing themes and discusses why he believes the better technology companies are making efforts to disrupt themselves.
Whose advice should you trust? The advice you give yourself may be sound as long as you can distance yourself from your situation. This so-called self-distancing can enable you to make wiser decisions in both investing and life in general.
"Amy Zhang has led a big turnaround at the Alger Small Cap Focus Fund by finding innovative companies." Portfolio Manager Amy Zhang is featured in MarketWatch.
"Non-traditional companies and health care companies will have to work together." In this Q&A, Alger Health Sciences Analyst Matthew Margolis discusses how rapid innovations and disruptions created by health care and technology partnerships are creating investment opportunities.
In this Barron’s profile, Portfolio Manager Amy Zhang, CFA, shares why she believes the most attractive small cap companies exhibit Positive Dynamic Change. Read the full feature to learn more about the philosophy behind the Alger Small Cap Focus strategy.
As new ideas, products, or processes revolutionize the economy, destroying the old and creating the new, we believe our research can help answer one of the central questions of investing: who will win and who will lose? Alger Client Investment Strategist Brad Neuman attempts to answer this question in our latest white paper.
We find that the most innovative companies ultimately produce stronger fundamentals and stock returns. Alger Client Investment Strategist Brad Neuman highlights why we believe that innovation is an enduring force that holds the key to progress and investment performance in our latest white paper.
"Innovation is alive and well and doing better than the official productivity statistics would have you believe." Alger Senior Vice President and Director of Market Strategy Brad Neuman highlights the implications of flawed economic data to investors in this white paper.