"We believe tech will be a big beneficiary of trends in the mobile internet, artificial intelligence, cloud computing and Big Data." Alger Spectra's Ankur Crawford and Patrick Kelly favor growth stocks undergoing a "Positive Dynamic Change" in this Investor's Business Daily article.
Sporting a newly minted Morningstar Analyst Bronze Medal, Alger Small Cap Focus Fund joins the ranks of Alger Morningstar medalists Alger Capital Appreciation Fund and Alger Spectra Fund.
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 believe that most of investors should have a 10 to 20% allocation in small caps. But when you add up retail assets across all mutual funds, there's less than 10%. We believe investors may not be heeding the best long-term solution." In this recent MoneyLife interview Alger Client Investment Strategist Brad Neuman discusses why now may be a good time for investors to reconsider small caps for their portfolio.
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.
Building a game plan for your financial future involves playing both offense and defense to help you achieve your long-term goals.
In this video, Alger Client Investment Strategist Brad Neuman explains why we believe that European investors should diversify their portfolios with U.S. equities, and in particular, U.S. growth equities.
In this three-part video series, Client Investment Strategist Brad Neuman provides his thoughts on what is now driving stock prices, the resurgence in earnings growth, and areas of the equity market that are attractively valued.
In our most recent Capital Markets: Observations and Insights, Alger Client Investment Strategist Brad Neuman explains the firm’s thoughts on the divergence between stock prices and fundamentals, the Great Rotation from bonds to equities, and why we believe business spending will outpace consumer spending.
"Growth equities have the potential to
shine as the demand for bond-like equity characteristics wanes and
strong, dynamic fundamentals are rewarded." Can strong bond performance
actually be having a negative impact on growth-oriented equities? In
this video, Alger Client Investment Strategist Brad Neuman explains why
we believe bonds are overvalued; how fundamentals for growth equities
continue to be strong relative to value stocks; and why we continue to
be optimistic on the long-term potential for growth-oriented equities.
"The search for yield has driven stretched valuations for bond-like equities, particularly in light of relatively weak fundamentals as compared to growth stocks." In this presentation, Alger Client Investment Strategist Brad Neuman explains why we believe the outlook for long-term equity returns is appealing relative to bonds, and investing with a focus on innovation may help investors mitigate potential equity risks.
Weatherbie Capital, LLC has brought its flagship Weatherbie Specialized Growth Strategy to Alger. The strategy is a high conviction, high active share, focused portfolio of smaller cap companies. In this podcast, we discuss the foundation and opportunity stocks that make up the Strategy.
In this Market Update, we evaluate the underlying sector weightings in the S&P 500 and MSCI EAFE indices to explore valuation discrepancies. We also discuss why we believe the most innovative companies outperform over the long term.
"We remain bullish on the innovative engine that is driving many growth businesses. The good news is that we continue to see a tremendous amount of change in the markets and a significant amount of innovation and disruption of traditional businesses." Portfolio Manager Patrick Kelly gives a strategy update and broader outlook for the markets.
In this commentary, Alger Small Cap Focus Strategy Portfolio Manager Amy Zhang provides an overview of 2016 and explains why this is an opportune time for using a research-driven strategy that invests in what we believe are exceptional small cap growth companies.
"At Alger, we view the recent U.S. presidential election as pro-business and see it as a positive for the economy and stocks." In our latest commentary, CEO and Chief Investment Officer Dan Chung discusses why we believe the future may hold tremendous opportunity for businesses.
"ESG fits well with Alger in that companies embracing ESG tend to be more innovative and progressive." In this podcast, Portfolio Managers Chris Walsh and Greg Adams discuss how Alger’s new ESG (Environmental, Social, Governance) Strategy evolved from the Alger Green Strategy and their process for managing the portfolio.
The output gap is a powerful tool that currently indicates the U.S. economy has potential for expansion, which could support equities in the foreseeable future.
The volume of U.S. regulations is at a historical high. Thus, the potential for Washington to initiate reforms that can reduce regulation and help lower costs for U.S. businesses is also high. This has benefits for many companies, small or large, and for equity investors.
ESG investments have strong potential for mitigating risk by providing earnings stability. Highly rated ESG companies may not only benefit society—they may benefit your portfolio too.
Valuations for larger cap growth stocks may give pause to some investors, but history suggests that current price-to-earnings ratios indicate the asset class remains attractive.
Annual spending on healthcare comprises an ever larger portion of U.S. GDP. Innovation in healthcare science and technology can curtail these increases by reducing costs and increasing the efficiency and quality of care, thus benefiting patients and investors.
In the U.S., a broad geographic range of home price appreciation may drive improved consumer spending — and the economy.
The media tends to concentrate on the Fed and economic cycles but we at Alger think it should concentrate on the impact of innovation, the most powerful force in the economy.
Find fact sheets and related literature on our investment strategies