Shows / Investing in Growth & Change
Investing in Growth & Change
The Alger Podcast features Alger Investment Professionals and Industry Experts, giving timely market and sector updates. For more information, visit: www.alger.com
Episodes
Investing in Growth & ChangeFinding Opportunities in a Changing Healthcare Investment Landscape
In this episode, Keye Chow, Director of Research for Healthcare, discusses how the healthcare investment landscape has changed in recent years, where…
Investing in Growth & ChangeHealthcare Mid Caps and the Data Advantage
Investors looking beyond mega-cap AI winners, might now be considering underappreciated opportunities. And one such area that we’re looking at today is mid…
- Investing in Growth & Change
Beyond the Mag 7: The Global AI Opportunity
Much of the current conversation around AI has focused on U.S. companies — where the best investments may lie and what risks could derail the story. But what…
- Investing in Growth & Change
What Makes a Country or Market Capital Friendly?
In this conversation, Redwood portfolio managers Alexi Makkas and Don Smith break down how governance reforms, capital return frameworks, and evolving policy…
- Investing in Growth & Change
AI Takes Share in Mid Caps
"We think these disruptive businesses with disruptive leaders are coming in with a low-cost structure and using AI technologies to take share and grow healthy…
- Investing in Growth & Change
Alger’s Lens Through the Iran Conflict
"During moments of volatility there is often a strong psychological impulse to 'do something', but reactive trades in the early days of a geopolitical crisis…
- Investing in Growth & Change
AI: Boom or Bubble?
"I think this industrial resurgence is being driven by a real need for investment, whereas with the tech bubble, there was a lot of spare capacity. Today…
- Investing in Growth & Change
The Golden Age of AI
"We are in a new world and that requires a completely different mindset. The question isn’t if you’re adopting now, it is the pace of adoption and how quickly…
- Investing in Growth & Change
Exploiting Market Inefficiencies Outside the U.S.
"We think one of the most exciting non-U.S. inefficient areas is in smaller caps, because in small caps, you're layering on the geographic opportunity as…
- Investing in Growth & Change
Beyond Borders: Finding Growth Outside the U.S.
"The inefficiencies outside the U.S. are significant. International markets are more fragmented and offer opportunities that are very exciting. Even when…
- Investing in Growth & Change
A Closer Look: Alger Concentrated Equity Strategy
"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…
- Investing in Growth & Change
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…
- Investing in Growth & Change
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…
- Investing in Growth & Change
Dan Chung: The Analyst Experience
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…
- Investing in Growth & Change
Investing in AI Enablers and Adopters
"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…
- Investing in Growth & Change
The Skinny on GLP-1 Investing
"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…
- Investing in Growth & Change
Follow the Science
"Once we’ve defined areas of central interest, we try and track where the greatest unmet needs are and where the greatest potential market opportunities can…