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.
Alger Small Cap Focus Fund, managed by Amy Zhang, CFA, earned a bronze Analyst rating from Morningstar. Read more in the reprint.
"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 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.
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.
The upcoming Memorial Day holiday merits an examination of how defense spending has changed over time and how the government is currently allocating its defense budget.
While economic growth appears promising and inflation is accelerating, monetary policy has not yet become restrictive as compared to historical levels. In fact, today the real federal funds rate is roughly 0%, which means the economy may have capacity for further expansion.
The performance of actively managed funds relative to passively managed funds has been shown to be cyclical, with recent signs indicating conditions may be ripe for the cycle to favor active managers, creating an environment for active to potentially outperform.
Federal government deficits typically occur in weak economic environments, not in periods of strong growth such as we are now enjoying. Deficit spending would boost an economy with high unemployment but its effects on the current economy may accelerate inflation.
Economic growth can flourish in a free trade environment; however, ongoing international trade issues are unlikely to derail the global economic expansion underway. A potential consequence is that some companies may find themselves at an advantage while their competitors face challenges.
Innovation is not only making an impact on companies but on the environment, including the expected reduction of carbon dioxide. The implications may appeal to investors interested in harnessing the potential benefits of environmentally responsible technology.
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 upon 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.
With the Internet of Everything placing increasing demands on telecommunications networks, we believe small cells offer a valuable means of increasing capacity and improving data transmission speeds. They may also represent an attractive growth opportunity.
Semiconductor companies are a great example of the Positive Dynamic Change we seek at Alger. The transition in the industry began five years ago and will likely continue for several years to come; however, investors are only now starting to recognize the positive implications.
Innovative new methods of health care delivery, such as home-based diagnoses and wearable technology, may change how and where patients access services by replacing the hospital-based, physician-centric model.
Find fact sheets and related literature on our investment strategies