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.
Increased confidence in Alger Small Cap Focus manager Amy Zhang and her supporting team and strong results since her 2015 start merit an upgrade in the fund’s Morningstar Analyst Rating to Silver from Bronze.
"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.
"5 Star Mutual Fund Managers. What do they have in common? Hard work is one touchstone, as is a thirst for learning, and an appreciation of history." Amy Zhang is profiled in Investment News.
Alger's CEO and CIO Dan Chung participated in Fortune’s 2018 Investor’s Guide Roundtable with other investment experts. Read their thoughts on investing opportunities in the reprint.
While debt levels around the world are quite high, debt service is generally manageable and U.S. debt service for the consumer and business sectors is considerably lower than it has been in the peaks prior to the past two recessions.
In this edition of Capital Markets: Observations and Insights, we review likely rising interest rates and the possible broader implications for asset classes, sectors, and securities.
In this edition of Capital Markets: Observations and Insights, we outline why we believe increasing corporate investment should help drive a resurgence in productivity growth in the U.S.
In this edition of Capital Markets: Observations and Insights, we outline why we believe business spending is set to accelerate and outpace the broader economy. Additionally, we review why Growth equity fundamentals have outpaced those of Value stocks, driving performance results.
In this three-part video series, Client Investment Strategist Brad Neuman provides his thoughts on how fundamentals have driven stock prices in 2017, the resurgence in earnings growth, and the powerful long-term forces that are driving divergence between Growth and Value performance.
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.
Concerns regarding global trade helped drive equity losses around the globe, while a summit between North Korean leader Kim Jong Un and President Donald Trump went forward after a prior meeting had been cancelled.
After a nearly one-and-a-half-year period in which the S&P 500 Index didn’t experience a single monthly decline, market volatility has returned and many pundits are opining of doom and gloom for investors.
Geopolitics dominated emerging markets, driving volatility but valuations remain attractive. On a positive note, North Korean leader Kim Jong Un crossed the demilitarized zone in a historic summit with South Korea.
In this podcast, Weatherbie Specialized Growth Strategy Senior Managing Director and Director of Research, Josh Bennett discusses how the strategy evolved over time to focus on 50 stocks, and how Weatherbie's team process identifies the ideal companies for the portfolio.
The global equity selloff continued in March, but emerging markets outperformed developed markets. In this blog, Emerging Markets Portfolio Manager Deborah Vélez Medenica, identifies developments that drove market volatility and explains why emerging markets equities have potential to generate gains over the long term.
Emerging technology is taking off at an impressive rate. We don’t mean early stage technology that is being used in developed markets but rather existing technology being adopted in emerging markets. The sector composition of what drives emerging markets is thus changing rapidly, carrying implications for investors.
Many investors are fearful of the amount of debt in the U.S. and the rest of the world. While it is true that debt levels are elevated, debt service, or the share of income used for interest payments and amortizations, is quite low relative to history. The two metrics tell very different stories about the economy.
When Americans hit the beach and fire up their grills this July 4th there will be much to celebrate. While the U.S. leads the world in many industries, its strong position in technology may be among the most important factors in its future success.
Contrary to popular belief, focused portfolios, or those with 50 or fewer securities, have not historically produced more risk than traditional portfolios over 3-, 5-, and 10-year periods according to a recent Greenwich Associates study.1 Additionally, institutional investors believe such portfolios offer greater alpha potential.
Does it seem like technology is moving faster over time? It’s not your imagination; it is. Innovations are being developed more quickly and diffusing through our society more quickly than ever before with dramatic consequences for economic growth and investing.
Global funding for virtual reality (VR) and augmented reality (AR) firms has nearly tripled to $3.8 billion since 2015. Companies that adopt these technologies can disrupt their industries and potentially create investment opportunities.
Why has the current economic expansion lasted so long and when will it end? A big part of the answer is the depth of the recession that preceded it and the rate of the recovery thus far.
For the first time in history, the middle class, people with some disposable income, is projected to become the largest economic block in the world over the next decade. The middle class will outnumber those simply seeking daily survival and the implications are far-reaching.
Weatherbie Capital, an Alger subsidiary, employs a multi-sleeve style of portfolio management, allowing each manager to run a focused sleeve of a strategy. We believe this approach marries the merits of a team-based approach with those of a single manager model.
Warren Buffett sums up his central investing lesson by referencing baseball: “…wait for the right pitch and wait for the right deal.” By investing in focused strategies, investors can apply Buffett’s advice and potentially benefit from it.
We believe we are now in the midst of another industrial revolution, one that is driven by digital transformation. Each of the technologies involved will have far-reaching consequences for businesses and society, and interestingly, they are all converging at the same time.
This debut installment of Alger On the Record Extra 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.
Small cap investing and a focused strategy form a powerful combination. In this type of approach, we look for exceptional small companies experiencing Positive Dynamic Change that have the potential to become successful large companies.
Find fact sheets and related literature on our investment strategies