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Investing in Growth & Change
16 minutes | May 24, 2021
Picking Winners in the Grand Reopening
"We believe we have a good idea of what will remain strong growth trends both during the reopening and after." Alger Chief Investment Officer and Portfolio Manager Dan Chung explains how he manages the focused, best ideas Alger 35 portfolio.
16 minutes | May 12, 2021
Now Money Moves Even Faster
"We’re being inundated with new ideas. But our job, as fundamental analysts, is to sort through the noise and find the companies that are extending that competitive advantage over time." Weatherbie Specialized Growth Senior Portfolio Manager Josh Bennett explains how rapid innovations are transforming the digital payments industry.
14 minutes | May 5, 2021
The Race to Embrace Artificial Intelligence
"The more successful companies already have their digital transformations underway and that raises the game for everyone." Weatherbie Specialized Growth Portfolio Manager Ed Min explains how companies are evolving their strategies to fully incorporate artificial intelligence.
14 minutes | Apr 19, 2021
Shareholders Drive ESG Improvements
"What we're seeing is that shareholders, such as ourselves, are starting to let management teams know that environmental, social and governance (ESG) standards are important." Senior Analyst Dan Sheridan discusses how investors' increasing focus on ESG is driving companies to make significant, long-term changes.
13 minutes | Apr 7, 2021
ESG Investing Grows Up
"We are reaching out and engaging with companies to see how aware they are of outstanding Environmental, Social and Governance (ESG) issues and what they're doing to address them going forward." Portfolio Manager Greg Adams describes Alger's ESG review process and how our analysts increasingly use these guidelines in their research.
18 minutes | Mar 29, 2021
After Containing Virus, Innovation Thrives
"Today, we believe the opportunities that exist in developing countries look much more like they do in the U.S. than was the case ten years ago." Emerging Markets Portfolio Manager Greg Jones discusses why, following the COVID crisis, developing countries may continue to see a significant period of outperformance over developed markets.
14 minutes | Mar 15, 2021
How Sustainable is Sustainable Growth?
"Sustainability is a common theme for our companies. ESG themes, like renewable energy, are now undergoing seismic changes." Portfolio Manager Amy Zhang, CFA discusses the importance of ESG investing and how it may impact her new Mid Cap 40 ETF portfolio.
17 minutes | Mar 10, 2021
Is Herd Immunity Driving EM Growth?
"Major cities in India are close to approaching herd immunity, and we think the speed of the recovery is being underestimated by the markets." Portfolio Manager Pragna Shere discusses why some emerging markets companies have thrived over the past year and if such accelerated growth is sustainable.
13 minutes | Jan 14, 2021
The Evolution of the Weatherbie Process
"The methodology of the Weatherbie Way dates back to the Voyager Fund, when I first determined a pattern recognition that has now enabled our team to consistently identify great companies in mundane industries for a period of decades." Weatherbie Capital Chief Executive Officer Matt Weatherbie reflects on his firm's 25th anniversary and how he cultivated the "Weatherbie Way" of investing.
13 minutes | Nov 11, 2020
Investing Beyond FAANG
"The FAANG companies have created large opportunities for themselves and they continue to successfully exploit them. But we are very excited about this simultaneous wave of innovation that’s reshaping the global economy." Client Portfolio Manager Kevin Collins discusses the recent observation that Alger’s Large Cap Strategies have been underweight FAANG stocks and why that may be beneficial for investors.
15 minutes | Oct 28, 2020
Longing (and Shorting) for 2021
"As we look to 2021 on the long side, we believe strongly that our companies are poised for continued growth just because of the changes that are accelerating in the economy. And on the short side, I don’t think we’ll have any lack of raw material to work with." In our latest podcast, Client Portfolio Manager Alan Kirby discusses why investors might consider a hedged equity solution.
13 minutes | Sep 16, 2020
The Evolution of Online Learning
"Historically, students and families would be able to walk down the hall and get assistance from a tutor on campus. In this new environment, companies that can provide these same services digitally may likely see significant growth." In our latest podcast, Portfolio Manager Dan Brazeau discusses how companies that provide online learning services appear to be having a positive impact on education as thousands of students return virtually to college.
17 minutes | Aug 24, 2020
All Companies Need to Digitize
"In a post-COVID world, we believe companies will have to be digital to survive." In our latest podcast, Portfolio Manager Patrick Kelly discusses how companies across sectors need to digitally transform themselves to remain relevant and competitive.
11 minutes | Jul 13, 2020
Everyone Needs a Plan B
"The reality is every so often a low-probability, high-impact event happens. And Covid-19 acutely reminds us that we need to be as prepared as possible." In our latest podcast, Weatherbie Specialized Growth Portfolio Manager Ed Minn discusses how this year's crisis has caused companies to quickly evolve their administrative infrastructure.
11 minutes | Jun 15, 2020
The Dynamic Rise of Esports
"Online sports betting has emerged as a new market and this has gained steam in recent months. When we see a new online market get created, we get pretty excited." In our latest podcast, Alger Analyst George Ortega gives an overview of some of the rapid transformations that have been occurring in online gaming and entertainment.
11 minutes | Jun 9, 2020
The Resilience of the Consumer
"You have millions of people who maybe haven't ordered consumer products online, who now see the benefits and the convenience factor. We believe this behavior will be quite sticky." In our latest podcast, Alger Analyst Leeanne Su explains how the recent crisis has caused both retail practices and consumer behaviors to evolve.
12 minutes | May 1, 2020
A FIFO Approach to Global Investing
"We're seeing opportunities in countries where the virus hit first as those may be the first to recover." In our latest podcast, Alger Portfolio Manager Pragna Shere provides a global perspective on the current economic crisis and how companies in different geographies may be affected.
11 minutes | Apr 27, 2020
Why Volatility May Lead to Opportunity
"When the virus started ramping up in China, I had real-time information regarding how serious the situation was." In our latest podcast, Weatherbie Senior Managing Director and Co-Chief Investment Officer George Dai discusses companies that are working towards a vaccine and how his experience in China has informed his recent investment decisions.
10 minutes | Apr 13, 2020
Volatility May Be a Friend to Small Caps
"I think the current volatility in the market presents great opportunity for our strategy." In this podcast, Alger Executive Vice President and Portfolio Manager Amy Zhang discusses how high quality small cap companies with strong secular drivers may do well in the current economic environment.
15 minutes | Jan 27, 2020
Making Diabetes More Manageable
"Later this year, it's expected that an insulin pump can be fully controlled by a smartphone without a separate device being needed, which previously patients thought was science fiction." In our latest podcast, Tom DeBourcy, health care analyst for the Alger small cap portfolios, discusses how better health care companies are innovating to significantly improve diabetes devices and monitoring capabilities.
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