Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Alger Spectra Fund underperformed in Q4 2025 due to near-term AI CapEx fears hitting major positions like Microsoft and Meta, despite strong long-term fundamentals and constructive secular tailwinds.
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The Alger Spectra Fund underperformed in Q4 2025 due to near-term AI CapEx fears hitting major positions like Microsoft and Meta, despite strong long-term fundamentals and constructive secular tailwinds.
Alger Spectra Fund delivered a strong 15.97% return in Q3 2025, outperforming its benchmark through high-conviction exposure to key secular AI winners like AppLovin and NVIDIA.
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Alger Spectra Fund delivered a strong 15.97% return in Q3 2025, outperforming its benchmark through high-conviction exposure to key secular AI winners like AppLovin and NVIDIA.
The Alger Mid Cap Focus Fund outperformed its benchmark in Q2 2025, driven by strong gains in AI-enabling tech and infrastructure holdings like Palantir and Vertiv, while maintaining a constructive stance on short-term detractors.
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The Alger Mid Cap Focus Fund outperformed its benchmark in Q2 2025, driven by strong gains in AI-enabling tech and infrastructure holdings like Palantir and Vertiv, while maintaining a constructive stance on short-term detractors.
