The fund is actively managed by Amy Zhang, who brings nearly 11 years of management tenure to the Alger Small Cap Focus Fund. Fred Alger Management, LLC was founded in 1964 as a privately owned investment advisory firm and has established a long track record in growth-oriented investment strategies. The management company is headquartered at 100 Pearl Street, New York, and has built its reputation on identifying companies undergoing positive fundamental change.

Read More

The Alger Small Cap Focus Fund invests in a focused portfolio of approximately 50 holdings of primarily small cap companies identified through fundamental research as demonstrating promising growth potential. Fred Alger Management's investment philosophy centers on identifying companies undergoing 'Positive Dynamic Change,' characterized by either 'High Unit Volume Growth' or 'Positive Life Cycle Change.' The fund normally invests at least 80% of its net assets in equity securities of companies comparable in size to those in the Russell 2000 Growth Index. This approach focuses on companies experiencing fundamental business improvements that can drive sustainable growth over time. The concentrated portfolio construction reflects management's conviction in their highest-confidence investment ideas. The fund focuses notably on technology firms in medicine and information sectors, aligning with the core investment philosophy. Portfolio management emphasizes active security selection based on fundamental research and analysis. The strategy seeks to capitalize on dynamic change within small-cap companies that may be underappreciated by the broader market.

Read More