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.
Alger Capital Appreciation Fund, managed by Patrick Kelly, CFA, and Dr. Ankur Crawford, earned a Morningstar Analyst Bronze Rating as outlined in this timely reprint.
Alger Spectra Fund earned a Morningstar Analyst Bronze Rating from Morningstar’s Alec Lucas as discussed in this reprint.
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.
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.
In our latest podcast, Alger Small Cap Focus Portfolio Manager Amy Zhang discusses her optimistic outlook for small cap growth equities and why she thinks market conditions are favorable for active portfolio managers.
In this commentary, Alger Emerging Markets Portfolio Manager Deborah Vélez Medenica, CFA, identifies factors that can potentially support emerging markets equities in the foreseeable future. She also provides updates on Brazil, Russia, India, and China.
After hitting an all-time high on January 26, the S&P 500 Index declined into correction territory. In our view, the U.S. economy is, as the data shows, quite strong, and in particular nowhere near recessionary. In our latest Market Update, Dan Chung and Brad Neuman discuss the current activity in the markets.
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.
Advances in computing power, network speeds and smartphones are driving an explosion in mobile device usage. While mobile is already the dominant vehicle for internet usage in the U.S., mobile is also poised to overtake traditional media (newspaper, television and radio).
After a multi-decade decline, bond yields appear to be on the rise. Recently, the 10-year Treasury bond yield broke out above its declining trendline, signaling what may be a major reversal in the bond market. This could be the start of what we have called the Great Rotation from fixed income into equities.
Later this year two major index providers will change their widely used sector and industry classification system. There will be substantial implications, given the trillions of dollars that invest according to this framework, and a potential opportunity for investors.
For the first time in more than a decade, we expect acceleration in nominal GDP growth to 5%. While the media tends to reference real GDP, nominal GDP reflects the impact of inflation. Corporate revenues are defined in nominal terms and with profit margins running high, revenue growth will be a key driver of future earnings.
The compensation survey of the National Federation of Independent Business (NFIB) is typically a leading indicator of wage growth. It recently reached a multi-decade high, signaling that a likely increase in wage growth lies ahead. Despite the possibility of higher inflation, this may be good news for the U.S economy because higher wages can lead to increased consumer spending and ultimately drive up revenues for corporate America.
After posting strong results last year, emerging markets equities may be poised to rise further in 2018 with the International Monetary Fund forecasting accelerated growth surpassing that of developed markets once again.
Artificial intelligence (AI) may sound like an adversary in a science fiction novel but in reality it has become an extremely valuable business tool. Companies can now process mammoth amounts of data to discern trends and develop insights that help them make real-time decisions and more accurate forecasts.
We are in the early days of one of the most innovative times in history. Our in-depth fundamental research process focuses on investing in the companies that are capitalizing on innovation and avoiding those that are being disrupted.
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.
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.
Find fact sheets and related literature on our investment strategies