A Recipe for Investing in Wingstop
Investing in Growth & Change
by Alger
4d ago
"We think Wingstop is a category leader with a strong moat. That combination of strong same-store growth, durable unit growth and asset-light franchise model really exemplifies what we look for in Small Cap Focus." Alger Small Cap Focus Portfolio Manager Amy Zhang discusses why she thinks Wingstop is really a technology company that happens to serve chicken ..read more
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The Skinny on GLP-1 Investing
Investing in Growth & Change
by Alger
2M ago
"Forty percent of the U.S. population are technically obese and over ten percent are severely obese. So, we think a lot of the excitement is that, wow, we could apply these therapies to tens of millions of people." Alger Senior Healthcare Analyst, Keye Chow and Associate Analyst Yinglu Zhang, Ph.D., discuss GLP-1's origins as a diabetes drug and some barriers it may face in its attempt to revolutionize the weight loss market ..read more
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The Marriage of Growth & Dividends
Investing in Growth & Change
by Alger
7M ago
"People forget about the compounding aspect of dividends. But over the past fifty years, approaching 75% of the S&P 500 return is from reinvesting those dividends back into the index and getting that compounding element." Alger Growth & Income Portfolio Manager Greg Adams, CFA, takes a look at one of the most underappreciated areas of growth investing: innovative companies that also generate dividends and maintain high free cashflow ..read more
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The Race to Embrace Generative AI
Investing in Growth & Change
by Alger
8M ago
"I remain skeptical because I talk to a lot of companies in the real world, and I think if it’s a normal public company, they don’t really know what to do with generative AI. I think this will come over time, but I think of it as more like three to five years out." Alger Weatherbie Select 15 Portfolio Manager Ed Minn, CFA, takes a hard look at what companies are doing to leverage the potentially transformative opportunities afforded by generative AI ..read more
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Exploring Europe's Resilient Markets
Investing in Growth & Change
by Alger
9M ago
"We’re now finding innovation in many other sectors outside of technology, and we're seeing the distribution of innovation extend well beyond the U.S." Alger International Focus Strategy Portfolio Manager Pragna Shere discusses the factors driving Europe's resilience, specific investment opportunities, and reasons for considering non-U.S. equities ..read more
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The Right Mix of Mid Caps
Investing in Growth & Change
by Alger
10M ago
"Profitability and consistency of revenue has been very important to us. We like to play with a top three player. We don’t want to necessarily participate in a languishing asset." Alger Mid Cap Growth Portfolio Manager Brandon Geisler discusses portfolio construction and why mid caps may be the most underappreciated asset class ..read more
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The New Faces of Global Growth
Investing in Growth & Change
by Alger
11M ago
"There are a lot of non-U.S. companies that are just not as savvy as U.S. companies at telling their story. And that can cause a real gap between what a company is worth and what it's currently valued at." Alger international and emerging markets Portfolio Manager Greg Jones, CFA, discusses finding deep pockets of growth in corners of the world that investors may be overlooking ..read more
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Tipping Point: The Evolution of Cashless Payments
Investing in Growth & Change
by Alger
11M ago
"Post-Covid, the digitization of cash and contactless interactions has accelerated. Today's POS systems can collect and track data that helps a clothing store operate their loyalty program, a restaurant track reservations, or a bike shop manage its inventory." Alger Senior Analyst Darryl Ah Now takes a comprehensive look at the rapidly changing world of Point-of-Sale Systems ..read more
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The AI Inflection Point
Investing in Growth & Change
by Alger
1y ago
"We think Generative AI is potentially one of the biggest technology shifts in history. We believe it will create winners and losers across sectors, and become table stakes in many sectors in order to successfully compete." Head of Alger Capital Appreciation and Spectra Strategies Patrick Kelly takes a comprehensive look at the radical implications of AI ..read more
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Banking Turmoil and Opportunities
Investing in Growth & Change
by Alger
1y ago
"We believe there may be more banks that fail in the coming months due to deposit runs and asset/liability mismatches. However, it should be noted we believe this banking crisis is completely different from the Great Financial Crisis of ’08-’09." Alger Dynamic Opportunities Portfolio Manager, Dan Brazeau, CFA, answers investors' questions regarding the recent banking crisis ..read more
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