Company presentation
Fred Alger Management LLC., (“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. 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. La Française AM Finance Services, in accordance with the terms of an agreement signed with AlgerManagement, Ltd, is a distributor of the Alger SICAV in Europe.
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.
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
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Alger Sicav - The Alger American Asset Growth Fund -
Alger Sicav - Alger Dynamic Opportunities Fund -
Alger Sicav - Alger Small Cap Focus Fund -
Alger Sicav - Alger Emerging Markets Fund -
Alger SICAV - Weatherbie Specialized Growth Fund -
Alger SICAV - Mid Cap Focus Fund
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
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Dan C. Chung, CFA
Chief Executive Officer, Chief Investment Officer, Portfolio Manager
Alger SICAV – Alger Dynamic Opportunities Fund Alger SICAV – Alger American Asset Growth Fund
Dan C. Chung, CFA
Chief Executive Officer, Chief Investment Officer, Portfolio Manager
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Patrick Kelly, CFA
Executive Vice President, Portfolio Manager
Alger SICAV – The Alger American Asset Growth Fund
Patrick Kelly, CFA
Executive Vice President, Portfolio Manager
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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
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Amy Zhang, CFA
Senior Vice President, Portfolio Manager
Alger SICAV – Alger Small Cap Focus Fund
Amy Zhang, CFA
Senior Vice President, Portfolio Manager
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Joshua D. Bennett, CFA
Chief Operating Officer, Senior Portfolio Manager, Weatherbie Capital, LLC
Alger SICAV – Alger Dynamic Opportunities Fund / Alger Weatherbie Specialized Growth (WSG
Joshua D. Bennett, CFA
Chief Operating Officer, Senior Portfolio Manager, Weatherbie Capital, LLC
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H. George Dai, Ph.D.
Chief Investment Officer, Senior Portfolio Manager, Weatherbie Capital, LLC
Alger SICAV – Alger Dynamic Opportunities Fund / Alger Weatherbie Specialized Growth (WSG)
H. George Dai, Ph.D.
Chief Investment Officer, Senior Portfolio Manager, Weatherbie Capital, LLC
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Daniel J. Brazeau, CFA
Managing Director, Portfolio Manager, Weatherbie Capital, LLC
Alger SICAV – Alger Dynamic Opportunities Fund
Daniel J. Brazeau, CFA
Managing Director, Portfolio Manager, Weatherbie Capital, LLC
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Pragna Shere, CFA
Senior Vice President, Portfolio Manager
Alger Sicav - Alger Emerging Markets Fund
Pragna Shere, CFA
Senior Vice President, Portfolio Manager
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Gregory Jones, CFA
Senior Vice President, Portfolio Manager
Alger Sicav - Alger Emerging Markets Fund
Gregory Jones, CFA
Senior Vice President, Portfolio Manager
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Ankur Crawford
Executive Vice President, Portfolio Manager
Alger SICAV – Alger Amercan Asset Growth Fund
Ankur Crawford
Executive Vice President, Portfolio Manager
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Edward Minn, CFA
Managing Director, Portfolio Manager,Weatherbie Capital, LLC
Alger SICAV – Alger Weatherbie Specialized Growth (WSG)
Edward Minn, CFA
Managing Director, Portfolio Manager,Weatherbie Capital, LLC
Research & Press
Press
- Alger Affirms Commitment to Supporting Conservation and Climate Action by Securing Carbon Offset Credits for Third Consecutive Year
- Alger Supports Local Organizations Promoting Social Justice and Equality for Third Consecutive Year
- Alger Appoints New Head of Distribution to Further Expand Global Sales
Alger on the money
Navigating Inflation
13 May 2022This content is for professional investors only as defined by the MiFID.
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A Tale of Two Curves
06 May 2022This content is for professional investors only as defined by the MiFID.
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Are We in for a Soft Landing?
29 April 2022This content is for professional investors only as defined by the MiFID.
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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 LLC. (“Alger”) products in Europe.
Fred Alger Management, LLC. 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.