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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 may 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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Earnings Resurgence

​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 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.​​

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.​

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.​

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Corporate Profits Support Equity Performance

In this commentary, Alger CEO and CIO Dan Chung and Alger Client Investment Strategist Brad Neuman explain how strengthening corporate fundamentals and economic growth have been supporting equity performance. They also identify factors that potentially may continue to drive equity gains. 

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.​

Alger Responsible Investing Strategy Update

​"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.​

Small Cap Growth May Be Poised to Outperform

​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.​

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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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Reaping the Rewards of Innovation

​The most innovative companies grow their sales—and their stock prices—faster.

One of the Largest Valuation Disparities in 50 Years

​A historically wide disparity exists between equity and bond valuations, setting the stage for three potential scenarios. Under any of these scenarios, we believe, equities would outperform.

Recession? Here’s a Strong Indicator

​Historically, an inverted yield curve has been viewed as a strong indicator of a potential economic recession. Based on this signal, it appears that a recession is unlikely to happen anytime soon.

Good Credit Pays in More Ways than One

Everyone knows that saving for retirement is critical. However, many people may not be aware that a higher credit score can be an important component of an investment strategy and a sizable contributor to a nest egg.​​