| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Alger Weatherbie Specialized Growth Fund | 11.6% | -5.2% | ACAD, NEO, NEOG, RXO, STRL, UPST | Compounding, earnings, growth, innovation, Resilience | The letter focuses on companies with durable growth profiles benefiting from secular innovation, strong balance sheets, and expanding end markets. Management highlights disciplined stock selection amid market volatility, emphasizing earnings resilience and long-term compounding rather than short-term macro noise. Growth opportunities are framed around companies capable of sustaining above-average revenue and cash flow expansion. | NEO RXO NEOG ACAD UPST STRL |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 3, 2025 | Fund Letters | H. George Dai | NeoGenomics, Inc. | Health Care | Life Sciences Tools & Services | Bull | NASDAQ | acquisition, diagnostics, guidance, Labs, Oncology | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||