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.
"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 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.
"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.
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.
"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.
This year correlations among equities have moved significantly lower and as a result, we believe active managers are better positioned to beat their benchmarks.
Growth investing has produced persistent and robust outperformance relative to value investing during the past decade. We believe the economic developments that have supported this style divergence may continue to bolster growth over value.
Despite perceptions that investor confidence may be too high, the U.S. market now lacks the exuberance that traditionally accompanies a market top. U.S. equities have typically experienced very large increases during the final years before their peaks and it does not appear that today’s market has reached that threshold.
Identifying equity peaks and valleys has traditionally confounded scores of investors eager to position their portfolios based on their market outlooks. Many investors are now watching for a market decline to create a “buying opportunity” but history suggests that the current bull run may still have legs.
The monetary stimulus and fiscal austerity of recent years appear to be undergoing role reversals. As quantitative easing (QE) decelerates and fiscal stimulus accelerates around the world, investors should reconsider their asset allocations.
Among areas of the economy experiencing intense change, certain industries with high price-to-earnings (P/E) ratios have outperformed, a result of strong innovation and vibrant earnings growth. Rather than focus on P/Es, investors should assess earnings growth potential and the consequences of innovation.
Hedged equity may be appealing now that the Fed has raised rates and is expected to continue doing so. As higher interest rates can also hurt the performance of bonds, investors might consider shifting assets from fixed income to hedged equity.
As the iPhone celebrates its 10th anniversary, mobile internet becomes ever more prevalent. The companies leading these global trends embody the positive dynamic change that Alger’s philosophy seeks.
Finding exceptional, small companies that have the potential to become successful, large companies is the goal of the small cap stock selection process at Alger.
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