Alger Launches High-Conviction Alger SICAV-Alger Mid Cap Focus Fund EN > AT

12 October 2021

This content is for professional investors only as defined by the MiFID.

Alger Management, Ltd. (“Alger”) is pleased to announce the launch of Alger SICAV-Alger Mid Cap Focus Fund1 (the “Fund”). The Fund will typically invest in 50 high-conviction mid capitalization growth equities. La Française is a distributor of the Alger SICAV in Europe.

Amy Y. Zhang, CFA, the portfolio manager of the Fund, joined Alger in 2015 and has 26 years of investment experience. Additionally, Amy has a “AA” Fund Manager Rating from Citywire and manages a suite of high-conviction small and mid-cap strategies.

“Mid cap stocks have outperformed both small and large caps over the past three decades, which provides an exceptionally fertile ground for active stock picking,” said Amy. “The Fund is a focused, high conviction portfolio of ‘best ideas’ generated by our team of experienced analysts. We seek to invest in mid cap companies with defensible competitive positions and high financial quality, as indicated by solid balance sheets and strong cash flow generation that can compound value over the long term,”

Dan Chung, CEO and Chief Investment Officer of Alger, said, “We continue to expand Alger’s suite of high-conviction, focused portfolios with the launch of this Fund. In fact, we have more than $19 billion in assets under management in focused portfolios. We believe this demonstrates that our clients recognize our skill and capabilities as active stock pickers and that there is significant demand for these types of strategies.”

Amy also manages the well-recognized Alger SICAV - Small Cap Focus Fund2, a five-star Overall Morningstar rated fund (Class A US, among 303 US Small-Cap Equity funds, based on risk-adjusted returns as of 6/30/21).

“I am quite proud of the results Amy and her team of talented analysts have delivered in the Small Cap Focus Fund and I believe that investors seeking alpha and access to more of our team’s best ideas will be interested in learning more about this new Fund,” added Dan.

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