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Alger Management, Ltd. 

Company presentation

Fred Alger Management Inc., (“Alger”) is widely recognized as a pioneer of growth-style investment management. Alger is headquartered in New York City with affiliate offices in Boston and London. La Française owns 49% of Alger Management, Ltd., an affiliate of Alger and distributor of Alger SICAV.  Alger has been an independent, privately owned firm since our founding in 1964. For more than 50 years, we have had three leaders with one vision: Maintaining the legacy and continuity of the Alger Investment Philosophy – Investing in Positive Dynamic Change.  

The Alger Way

For over 50 years, Alger has been helping clients achieve their superior long-term investment objectives.  Research is the cornerstone of Alger’s investment process.  Our analyst team excels in original, bottom-up, fundamental research and aims to identify what we consider the best investment opportunities for our clients.

What are Our Key Differentiating Features?

  • Experience and Independence
    • Growth equity pioneer
    • Private ownership with employee participation
  • Philosophy
    • Time-tested fundamental research driven process
    • Culture of independent thinking and passion for investing
  • Growth Specialists
    • Singular focus on growth equity investing
    • Dedicated to generating superior investment returns for our clients through active management

The investment organizations that will be successful in the future will be focused boutiques with a clear culture, a strong tradition of excellence, and the capability to compete, like David versus Goliath, on their own terms, in chosen battlefields.

Daniel C. Chung, CFA

Chief Executive Officer / Chief Investment Officer

Investment Philosophy & Process

Our Process

At Alger, we believe companies undergoing Positive Dynamic Change offer the best investment opportunities for our clients.  Our competitive edge is identifying these companies and capitalizing on the change before it is recognized in the market.  

We embrace change found in "traditional" growth companies as well as in companies experiencing what we call a "growth renaissance".

Our Investment Process

Research has been the cornerstone of our investment process for over 50 years and we rely on our talented research professionals to execute our investment process with utmost discipline and precision. Our original, fundamental, bottom-up research process is designed to get the analysts'​ best ideas into the portfolio. We conduct thorough, original, research, taking into account both quantitative and qualitative data.

NEW IDEAS Analysts identify companies experiencing positive dynamic change in their sectors and regions to generate potential investment ideas
ANALYSIS Analysts perform in-depth company analysis to develop a differentiated view supported by detailed financial models and stress-tested for a range of potential outcomes
DIALOGUE Analysts present their ideas to portfolio managers and have their investment thesis and assumptions challenged
CONSTRUCTION Portfolio managers construct portfolios of the highest conviction ideas while managing risk
MONITORING Risks are collaboratively managed by analysts, portfolio managers, the Director of Quantitative and Risk Management, and compliance

Alger strategies

  • Alger Sicav - The Alger American Asset Growth Fund

    Primarily invests in growth equity securities of U.S. large cap companies identified through our fundamental research as demonstrating promising growth potential.

  • Alger Sicav - Alger Dynamic Opportunities Fund

    Hedged equity strategy seeking long term capital appreciation, downside protection, and lower volatility by primarily investing in long and short positions in equity securities of U.S. companies.

  • Alger Sicav - Alger Small Cap Focus Fund

    Primarily invests in a focused portfolio of approximately 50 holdings of small cap companies identified through our fundamental research as demonstrating promising growth potential.

  • Alger Sicav - Alger Emerging Markets Fund

    Primarily invests in growth equity securities of companies of all market caps, domiciled in emerging market countries, and identified through our fundamental research as demonstrating promising growth potential

Team Structure

Our Investment Team

At Alger, our seasoned Portfolio Managers and dedicated Analysts work in a culture of spirited collaboration.  Alger Analysts, on average, have approximately 14 years of experience and serve as sector specialists, providing unique, extensive, and in-depth industry perspectives. The Alger investment team devotes its collective experience and expertise to managing clients’ assets using methods that investors have trusted for over 50 years. Each member of our team plays a pivotal role in keeping the Alger legacy alive.

Portfolio Managers

  • Dan C. Chung, CFA

    Chief Executive Officer, Chief Investment Officer, Portfolio Manager

    Alger SICAV – Alger Dynamic Opportunities Fund

    Dan C. Chung, CFA

    Chief Executive Officer, Chief Investment Officer, Portfolio Manager

  • Patrick Kelly, CFA

    Executive Vice President, Portfolio Manager

    Alger SICAV – The Alger American Asset Growth Fund

    Patrick Kelly, CFA

    Executive Vice President, Portfolio Manager

  • Dr. Ankur Crawford

    Senior Vice President, Portfolio Manager

    Alger SICAV – The Alger American Asset Growth Fund

    Dr. Ankur Crawford

    Senior Vice President, Portfolio Manager

  • Gregory Adams, CFA

    Senior Vice President, Portfolio Manager, Director of Quantitative & Risk Management

    Alger SICAV – Alger Dynamic Opportunities Fund

    Gregory Adams, CFA

    Senior Vice President, Portfolio Manager, Director of Quantitative & Risk Management

  • Amy Zhang, CFA

    Senior Vice President, Portfolio Manager

    Alger SICAV – Alger Small Cap Focus Fund

    Amy Zhang, CFA

    Senior Vice President, Portfolio Manager

  • Deborah A. Vélez Medenica, CFA

    Senior Vice President, Portfolio Manager

    Alger SICAV – Alger Emerging Markets Fund

    Deborah A. Vélez Medenica, CFA

    Senior Vice President, Portfolio Manager

  • Joshua D. Bennett, CFA

    Senior Managing Director, Director of Research, Weatherbie Capital, LLC

    Alger SICAV – Alger Dynamic Opportunities Fund

    Joshua D. Bennett, CFA

    Senior Managing Director, Director of Research, Weatherbie Capital, LLC

  • H. George Dai, Ph.D.

    Senior Managing Director, Co-Chief Investment Officer, Weatherbie Capital, LLC

    Alger SICAV – Alger Dynamic Opportunities Fund

    H. George Dai, Ph.D.

    Senior Managing Director, Co-Chief Investment Officer, Weatherbie Capital, LLC

  • Daniel J. Brazeau, CFA

    Managing Director, Investments, Weatherbie Capital, LLC

    Alger SICAV – Alger Dynamic Opportunities Fund

    Daniel J. Brazeau, CFA

    Managing Director, Investments, Weatherbie Capital, LLC

Research & Press

Alger on the money

Legal and Regulatory Disclosures

Alger Management, Ltd. (company house number 8634056, domiciled at 78 Brook Street, London W1K 5EF, UK) is authorised and regulated by the Financial Conduct Authority, for the distribution of regulated financial products and services. La Française AM International has a signed agreement with Alger Management Ltd, whereby La Française AM International is authorised to distribute Fred Alger Management Inc. (“Alger”) products in Europe. 

Fred Alger Management, Inc. believes companies undergoing Positive Dynamic Change offer the best investment opportunities. Positive Dynamic Change refers to companies realizing High Unit Volume Growth or companies undergoing Positive Lifecycle Change. High Unit Volume Growth companies are traditional growth companies experiencing, for example, significantly growing demand or market dominance. Positive Lifecycle Change companies are, for example, companies benefiting from regulatory change, a new product introduction or management change.

Before investing, carefully consider the Fund’s investment objective, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information about the Fund, call (800) 992-3863, visit www.alger.com, or consult your financial advisor. Read it carefully before investing. Distributor: Fred Alger & Company, Incorporated. Member NYSE Euronext, SIPC. Not FDIC insured. Not bank guaranteed. May lose value.

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