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Solomon's Paradox: The Return of Small Cap Investing

​"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 imay be a good time for investors to reconsider small caps for their portfolio.

The Enduring Force of Innovation

​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.​

The Impact of Innovation Deflation

​"Innovation is alive and well and doing better than the official productivity statistics would have you believe." Alger Client Investment Strategist Brad Neuman highlights the implications of flawed economic data to investors in our latest white paper The Impact of Innovation Deflation.​

Understanding How Skill and Opportunity Drive Outperformance

Investors continually seek investment managers with potential to outperform. However, many managers struggle to explain why they believe their investing philosophies are superior, and many investors are not sure what drives outperformance. Alger’s philosophy of investing in Positive Dynamic Change is a unique and powerful combination of two variables we believe drive excess returns: skill and opportunity. ​

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The Great Rotation

​​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.​​

The Pursuit of Income Yields Disappointment

​"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.​

Capital Markets: Searching for Yield & Asking for Trouble?

"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.​

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Capital Appreciation and Spectra Strategies Update

​"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.​

A Unique Approach Combines Growth and Quality

​Standing at the helm of the Alger Small Cap Focus strategy is Portfolio Manager Amy Zhang, whose long-term success investing in small cap stocks is getting noticed. Since taking over in February 2015, her distinctive approach has garnered praise from investment consultants and Morningstar. We asked Amy to explain her investment process and how the strategy stands apart from its peers.

Businesses Poised to Benefit Under Trump Proposals

​"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.​

CEO Dan Chung Shares His Outlook for Equities

​"I think we are seeing the end of the bond bull market. And what drives it, for equities, will be the return to fundamentals: fundamentals of the companies, fundamentals of the real consumer, and real underlying economies."  In this podcast, Alger CEO and Chief Investment Officer Dan Chung discusses global financial markets, how corporate and economic fundamentals remain reasonably strong, and why the Fed "no longer matters".​

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Alger Morningstar Medalists

​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.​

Discovering Growth and Change in Emerging Markets

​We explain why we believe the dynamic changes occurring in emerging markets represent a compelling investment opportunity in this brochure. We believe it’s important to look at the significant growth experienced by emerging markets, as well as the expected future growth, to see the long-term potential for this asset class.​​

Understanding How Skill and Opportunity Drive Outperformance

Investors continually seek investment managers with potential to outperform. However, many managers struggle to explain why they believe their investing philosophies are superior, and many investors are not sure what drives outperformance. Alger’s philosophy of investing in Positive Dynamic Change is a unique and powerful combination of two variables we believe drive excess returns: skill and opportunity. ​

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Wide-Moat, Wide Opportunity

​“Wide-moat” companies have strong competitive advantages including the power to maintain large profit margins. A key attribute of wide moat companies is their focus on innovation.​

Small Caps May See Big Gains Under New Tax Proposals

​Some proposals by the new administration and House of Representatives Republicans lower corporate tax rates, making U.S. tax rates more in line with global peers. How can you benefit as much as possible from the potential change? ​

A Vital Sign for Healthcare

​The underperforming Healthcare sector is likely poised for a turnaround. The last time the sector’s valuation discount to the market was this wide, it outperformed the S&P 500 by over 700 basis points annually over the subsequent five years.​

Fear of Heights

​Some investors view stock market highs with excitement, others with trepidation. When stocks are higher, many wonder what to do. However, if you have a long-term time horizon, you can put your money to work as the odds of losing money decrease over time.  In this week's Alger on the Money chart we look at the probability of negative returns across different time horizons.