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Congratulations to Alger's Amy Y. Zhang, CFA, and the team behind the Alger Small Cap Focus Fund for maintaining a Silver Analyst Rating from Morningstar. Learn more about the strategy and Morningstar's assessment here:
How is the coronavirus crisis changing modern technology? Alger’s Vikram Khullar works with Patrick Kelly and Ankur Crawford as part of our large cap team, and tech is a major focus area for their portfolio. Here are his thoughts: Some areas of tech that are being transformed by the current crisis include cloud computing, cybersecurity, e-learning, telehealth and any technology related to working from home. In fact, even as companies begin to return to "normal," Vikram believes we'll see a permanent increase in employees working from home. Tune into our latest Alger in 5 podcast episode here to learn more:
In our latest Alger in 5 podcast episode, CJ Sylvester, an analyst who focuses on healthcare and biopharmaceuticals, explains how the coronavirus pandemic flipped the switch on sentiment toward the biopharma industry. Tune in here:
Could the current coronavirus pandemic widen the performance gap between growth and value stocks? The acceleration of digital transformation as a result of this crisis has driven increased investment in intangible assets, potentially reinforcing the growth outperforming value trend. In this commentary, Alger’s Brad Neuman, CFA, shares his perspective:
Josh Bennett, CFA, recently hosted a portfolio update with clients in the Weatherbie Specialized Growth strategy. On the call, he provided an overview of portfolio company performance in the midst of reporting season and discussed the team’s approach to portfolio positioning going forward. Read the full transcript here:
We'd like to extend our heartfelt congratulations to Alger's Ankur Crawford for her recognition as one of Money Management Executive's Top Women in Asset Management this year! We hope you take pride in your meaningful contributions to the industry.
Portfolio Manager Pragna Shere, CFA, has a unique perspective on the impact of the coronavirus on the global markets. In this podcast episode, she discusses recent adjustments to the portfolio:
Alger CEO Dan Chung recently joined a call with Brad Neuman, CFA, to discuss his perspective on the markets amid coronavirus concerns. If you haven't already, check out the full transcript here:
In our latest podcast episode, George Dai explains how weathering two prior financial crises and growing up in China helped guide him at the start of the current coronavirus pandemic. Click here to tune in:
Amy Y. Zhang, CFA, recently provided a portfolio update for clients in the Alger Small Cap Focus and Mid Cap Focus funds. A transcript of the call is available. It includes insights into the markets, economy, and the impact of coronavirus from Alger’s Market Strategist Brad Neuman, CFA; Amy’s positioning of the portfolio for both short-term volatility and long-term growth; and her views on health care, which continues to be the portfolio’s largest sector weight, and the consumer sector. Read more here:
