Investing in Growth & Change

Jul 19 2024 27 ep. 15 mins 6
Investing in Growth & Change Podcast artwork

The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com

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Towards Investing in Niche AI

Jul 19 2024 17 mins  
"The reality is that AI is working right now in our economy and it’s only going to grow. We’re asking where can we make smart investments that have a long duration exposure to the overall theme." Alger Mid Cap Growth Strategy Portfolio Manager, Brandon Geisler, discusses how predominant AI has become in our everyday lives, the future of "small language models" and mid cap oppor

AI Is Here. Now What?

Jun 17 2024 12 mins  
"I can’t think of an industry that won’t be impacted by artificial intelligence. And it will be a lot easier to roll out than electricity, the internal combustion engine or even the Internet." Alger Director of Market Strategy, Brad Neuman, CFA, discusses why he considers AI the most important innovation of our lifetime, and how most businesses will need to adopt it to remain v

Dan Chung: The Analyst Experience

May 31 2024 14 mins  
In celebration of Alger's 60th anniversary, we present part one of a special interview series with Chief Investment Officer Dan Chung, reflecting on his 30-year journey with the firm. In this conversation, Dan shares insights into his formative years as a research analyst, learning the ropes and discovering a special affinity for the tech sector.

Investing in AI Enablers and Adopters

May 08 2024 15 mins  
"AI represents a massive TAM. If you can replace or significantly enhance the productivity of labor, a $30-40 trillion market, that is a massive TAM. And even a fraction of that market is still a significant TAM." Portfolio Manager Patrick Kelly discusses the recent launch of the Alger AI Enablers and Adopters strategy and why he thinks artificial intelligence is the most generatio

A Recipe for Investing in Wingstop

Apr 11 2024 15 mins  
"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.

The Skinny on GLP-1 Investing

Feb 01 2024 15 mins  
"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 att

The Marriage of Growth & Dividends

Sep 29 2023 16 mins  
"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 als

The Right Mix of Mid Caps

Jul 13 2023 15 mins  
"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.

Tipping Point: The Evolution of Cashless Payments

Jun 07 2023 15 mins  
"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.

The AI Inflection Point

Apr 27 2023 18 mins  
"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.