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.
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.
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.
"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.
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.
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.
Small cap stocks have been picking up speed in earnings per share (EPS) growth compared to large cap stocks and many anticipate that this trend will continue. Developing tailwinds support these expectations of future gains for small cap stocks.
Many people perceive the act of saving as requiring the sacrifice of current pleasures amid the uncertainty of predicting an unknowable future. Fortunately, even a minor adjustment to an existing savings plan combined with smart investing can yield material results.
The Conference Board Leading Economic Index (LEI) is designed to capture peaks and troughs in the business cycle and help forecast turning points. Its favorable performance this year implies positive news for investors.
The U.S. unemployment rate has receded from its 2009 high of 10.0% to 4.4% or roughly seven million people. People who have left the labor force altogether actually outnumber those whom the Bureau of Labor Statistics considers unemployed. As a result, the labor market may not be as tight as it appears and the country may have an untapped resource at its fingertips.
Small cap equities have historically been less followed by Wall Street research analysts than large cap equities. The scarcity of small cap coverage creates opportunities for investors and portfolio managers who are committed to doing in-depth research on these companies.
China may once have lagged the rest of the world in assuming its slice of the digital economy but it has more than made up for lost time. Its future as a formidable leader of the global internet space has many investors surprised and excited.
Market capitalization is one of the basic characteristics investors consider when constructing their portfolios. While each size category possesses unique merits, investors should consider an allocation to small cap equities as they have historically outperformed relative to large cap equities.
The disconnect between common metrics and actual productivity can obscure the true state of the U.S. economy but Alger’s in-depth research and analysis may help clarify the facts.
Searching for undiscovered gems in mundane segments of the market is a differentiated part of the smaller cap investing philosophy of Weatherbie Capital, Alger’s affiliate.
A key goal of Alger’s risk management process is making sure that our exposure to various factors is low relative to our benchmarks and that the strong majority of the risk in our portfolios comes from stock selection.
We are currently in the midst of a significant divergence between growth and value investing styles, driven by powerful secular trends impacting the equity landscape.
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