"I like to say when software writes software, innovation becomes exponential. And I think we’ve never lived through exponential innovation as a society." Alger Portfolio Manager Dr. Ankur Crawford discusses the Concentrated Equity strategy and how it may provide investors with a direct conduit to Alger's highest conviction ideas on the theme of innovation.
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12:30
Introducing the Alger Russell Innovation Strategy
"The strategy brings research and development and intangibles out of the shadows of financial statements and allows investors to find potentially attractive investments." Alger Director of Market Strategy Brad Neuman discusses the recently launched top-down strategy created in conjunction with Russell, and how it may create opportunities to directly invest in rapidly accelerating innovation.
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24:11
A 60 Year Focus on Fundamental Research
"Analysis requires a mindset and an approach that is willing to handle lots of uncertainty and is able to imagine outcomes that are both very good and very bad and not necessarily linear." In celebration of Alger's 60th anniversary, we present part two of a special interview with Chief Investment Officer Dan Chung, reflecting on his 30-year journey with the firm. In this conversation, Dan discusses Alger's long-term focus on fundamental research and the continuing importance of investing in innovation.
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19:50
Towards Investing in Niche AI
"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 opportunities to consider.
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17:06
AI Is Here. Now What?
"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 viable.
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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