"Non-traditional companies and healthcare companies will have to work together." In this Q&A, Alger Health Sciences Analyst Matthew Margolis discusses how rapid innovations and disruptions created by healthcare 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.
The Senior Vice President, Portfolio Manager of Alger Small Cap Focus, Amy Zhang, discusses the importance of innovation for long-term growth with Morningstar's Alec Lucas.
"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.
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.
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.
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.
"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.
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.
In our latest Market Update, Dan Chung and Brad Neuman discuss trends that have contributed to growth equities dramatically outperforming value stocks, including how valuation metrics have not kept up with changing business models; the new normal of slower global growth; and the accelerating rate of change.
In this podcast, Alger Portfolio Manager Deborah A. Vélez Medenica, CFA, explains factors that have driven recent results and why emerging markets have potential for producing additional gains in the foreseeable future.
"Technology is reshaping the economic, inflation and investment landscape, and driving price transparency." Portfolio Manager Patrick Kelly gives a strategy update and broader outlook for the markets.
In this Q&A, Alger Health Sciences Portfolio Manager Teresa McRoberts explains why now is an exciting time for using an active portfolio management strategy for Health Care investing and why the sector offers compelling value.
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.
The Internet of Things (IoT) is happening now. In our lifetime this network of everyday devices and appliances equipped with computer chips and sensors will proliferate. By collecting and transmitting data through the internet, IoT is generating data that is being used to make significant improvements to productivity in industries as diverse as health care and retail.
The science of cryptography allows parties to securely transmit information or value across insecure channels. The relatively new underlying blockchain technology has given rise to a new asset class, cryptoassets, which is increasingly exchanged in a rapidly growing market with the potential to transform multiple industries.
The resurgence in earnings combined with future potential tax cuts may drive an acceleration in business spending that could outpace the broader economy. Gains in labor productivity would likely follow, creating an opportunity for investors to reposition themselves for a new wave of growth.
As we approach December, it seems appropriate to ask: does the holiday season bring gifts to investors? Statistically speaking, it often has begun a stretch of relatively higher stock market returns. While the past is no guarantee of the future, examining historical patterns can help set expectations at this traditionally auspicious time.
As more and more devices are created with internet access and built-in sensors, technology costs are declining and connected device adoption is expected to skyrocket. The likely beneficiaries of the mobile internet revolution are companies that thrive on the utilization of massive amounts of personalized data and those that are poised to harness widespread automation.
Being the epicenter of venture capital (VC) investment is a factor in why the U.S. is an excellent place to find innovative companies rapidly growing their earnings. Investors looking for companies at the forefront of their industry should consider opportunities in the American market.
Washington lawmakers are considering changes to the tax code that could result in a large amount of cash returning to the U.S. According to Goldman Sachs, nearly $1 trillion could be eligible for repatriation, allowing U.S.-based companies to deploy more money in even more productive ways at home. Why does this matter and where should investors look for investment opportunities?
As we approach the one-year anniversary of the partnership between Alger and Weatherbie Capital, Portfolio Manager Josh Bennett expounds on the investing principles that form the foundation of the Weatherbie way.
Misperceptions about the nature of passive investments are common and a clear understanding of the indexes that ETFs follow is critical to making informed investment decisions.
As artificial intelligence continues to innovate and disrupt aspects of everyday life and diverse businesses, significant economic changes may materialize with important investment implications.
The disconnect between common metrics and actual productivity can obscure the true state of the U.S. economy but Alger’s in-depth research and analysis may help clarify the facts.
Searching for undiscovered gems in mundane segments of the market is a differentiated part of the smaller cap investing philosophy of Weatherbie Capital, Alger’s affiliate.
A key goal of Alger’s risk management process is making sure that our exposure to various factors is low relative to our benchmarks and that the strong majority of the risk in our portfolios comes from stock selection.
We are currently in the midst of a significant divergence between growth and value investing styles, driven by powerful secular trends impacting the equity landscape.
Find fact sheets and related literature on our investment strategies