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Alger Mid Cap Growth Portfolio Class I-2 (AMGOX)
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04/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 143.05M
Alger Mid Cap Growth I-2
19.47
-0.01
-0.05%
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AMGOX Overview
On this page you'll find an in-depth profile of Alger Mid Cap Growth Portfolio Class I-2. Learn about the key management, total assets, investment strategy and contact information of AMGOX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The advisor focuses on mid-sized companies that the advisor believes demonstrate promising growth potential. Under normal circumstances, it invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have total market capitalization within the range of companies included in the Russell Midcap Growth Index or the S&P MidCap 400 Index, as reported by the indexes as of the most recent quarter-end. Both indexes are designed to track the performance of medium-capitalization stocks.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brandon Geisler | SVP, Portfolio Manager | 2022 | Now |
| Biography | Brandon Geisler is Senior Vice President and Portfolio Manager of the Mid Cap Growth Strategy. He joined Alger in 2022 and has 21 years of investment experience. Before joining Alger, Brandon was a Partner, Managing Director of Research, Portfolio Manager and Senior Securities Analyst for Marsico Capital Management, where he managed several billion dollars in large and mid cap U.S., global and focused growth portfolios for mutual fund, institutional and high net worth clients. During his tenure at Marsico, his insights into market trends and company fundamentals were highlighted and quoted in a number of publications such as Barron’s, The Wall Street Journal, Citywire and Bloomberg. His managed strategies have also been named to “Barron’s Top-Performing Sustainable Funds” in both 2021 and 2022. He began his career at Goldman Sachs, where he was a Vice President of Equity Research with experience in the consumer, technology and energy industries. Brandon earned an honors B.S. and an MBA from McMaster University. | ||
| Daniel C. Chung | CEO, CIO, Portfolio Manager | 2018 | Now |
| Biography | Dan Chung, CFA is Chief Executive Officer, Chief Investment Officer and Portfolio Manager of several Alger strategies. Dan joined Alger in 1994 and has 27 years of investment experience. He was named Chief Investment Officer in September 2001, President in 2003, and CEO in 2006. Dan is also a member of The Alger Partners Plan. Throughout his tenure at Alger, he has made numerous TV appearances on Bloomberg, CNBC, and Fox Business. Dan has also been featured and quoted frequently in Barron’s, Citywire, Forbes, Investment News, Pensions & Investments, and USA Today. Prior to joining Alger, Dan was an associate at Simpson Thacher & Bartlett LLP in New York City in 1989 while he earned an LL.M. from New York University. He earned his J.D. magna cum laude from Harvard Law School in 1987, where he was an editor of the Harvard Law Review. After graduating, he served as law clerk for the Honorable Justice Anthony M. Kennedy, United States Supreme Court. Dan graduated from Stanford University with B.A. and B.S. degrees, with Distinction and Phi Beta Kappa, in 1984. Dan is also a CFA charterholder and a member of the CFA Institute. Dan currently serves as a board trustee and former chairman of The Nature Conservancy in the State of New York and is a Global Campaign Committee Member of The Nature Conservancy. He is also actively involved with the Stanford in New York Internship Program, and frequently contributes to and supports various charitable organizations including the Harlem Education Activities Fund (HEAF) and Target Margin Theater. | ||
| Teresa McRoberts | Senior Vice President | 2015 | 2020 |
| Biography | Teresa McRoberts is Senior Vice President, Senior Analyst, and Portfolio Manager. She first joined Alger in 1994. Before rejoining Alger in 2015, Teresa was the portfolio manager at Bienville Health Science Partners, a company she founded. Her previous experience includes health care portfolio manager roles at Galleon Group, Carlyle Blue Wave Partners, and Tribeca Global Management (Citigroup). Prior to that, she returned to Alger in 2001 as Senior Health Care Analyst and Portfolio Manager. Before returning to Alger, she was a portfolio manager and principal at Morgan Stanley. Her prior experience includes working as a health care analyst at Alger, and analyst and corporate finance roles at JP Morgan. Teresa earned her B.A. from Oberlin College and her M.B.A. from Columbia University. | ||
| Christopher R. Walsh | Senior Vice President | 2013 | 2018 |
| Biography | Christopher Walsh, CFA is Senior Vice President, Portfolio Manager of the Alger Responsible Investing Fund, and a Portfolio Manager of the Alger Mid Cap Growth strategy. He is also Senior Analyst responsible for the retailing, footwear, apparel manufacturing, auto/auto suppliers, and restaurant industries. He joined Alger in 2001 and has 20 years of investment experience. Previously, he worked at Van Der Moolen Specialists USA as an equity analyst and at Prudential Securities as an associate retail analyst. He graduated with a B.S. from the University of Vermont. Christopher is a CFA charterholder and a member of the CFA Institute. | ||
| Alex Goldman | Co-Portfolio Manager | 2013 | 2018 |
| Biography | Alex Goldman is Senior Vice President, Senior Analyst covering the industrials sector, and Portfolio Manager of the Alger Mid Cap Focus as well as Alger Mid Cap Growth strategies. He joined Alger in 2011 and has 18 years of investment experience, most recently as a research analyst at CastleRock Management. He has also served in various roles at Morgan Stanley in the Equity Financing Services, Risk Management Group, and Sell-Side Research Department. Alex earned his B.S. from Columbia University School of Engineering and Applied Science and his M.B.A. from Columbia University School of Business. | ||
| Ankur Crawford | Executive Vice President, Portfolio Manager | 2010 | 2017 |
| Biography | Dr. Ankur Crawford is Executive Vice President and Portfolio Manager of the Alger Capital Appreciation, Alger Focus Equity, and Alger Spectra strategies. She joined Alger in September 2004 and has 17 years of investment experience. Ankur began her career at Alger as a Research Associate and successfully completed Alger’s in-house analyst training program. Over the next several years, Ankur was promoted to Associate Analyst, Analyst, and, ultimately, Senior Analyst. She was named portfolio manager of the Alger Mid Cap Growth strategies in 2010 and promoted to Head of the Technology sector team in January 2013 (until April 2016). In 2015, Ankur was added as a portfolio manager of the Alger Capital Appreciation, Alger Focus Equity and Alger Spectra strategies. Ankur is a member of The Alger Partners Plan. During her tenure at Alger, she has been featured and quoted in InvestmentNews, Investor’s Business Daily and Fortune. In 2020, Ankur was recognized as a “Top Women in Asset Management” honoree by Money Management Executive. Ankur was elected to the board of The Knowledge House, a Bronx-based charity with the mission of teaching underprivileged communities a skill set in technology that enables them to enter the “gig” economy. Ankur earned a B.S. in both Mechanical Engineering and Materials Science and Engineering from the University of California, Berkeley and also received an M.S. and a Ph.D. in Materials Science and Engineering from Stanford University. Ankur was awarded a fellowship from the prestigious Intel PhD Fellowship Program and worked as an engineer with Intel. She was also awarded a fellowship from the National Academy of Sciences, Engineering and Medicine. In addition, Ankur holds several U.S. patents. | ||
| Michael J. Melnyk | - | 2013 | 2017 |
| Biography | Michael Melnyk, CFA is Senior Vice President and Senior Analyst covering the consumer sector with a focus on leisure, media, REITs, telecommunications, packaging, gaming and hotels. Michael is also Co-Portfolio Manager of the Alger Mid Cap Growth strategies. He rejoined Alger in May 2007 and has 14 years of investment experience. Previously, Mike covered the consumer sector as an analyst at SAC Capital Management/ CR Intrinsic and as Senior Analyst at Maverick Capital. From 2001 to 2004, he was Assistant Vice President and Analyst at Fred Alger Management, Inc. focusing on consumer stocks. Mike’s earliest assignments were at Credit Suisse First Boston as an investment banking analyst and later as equity research associate. He graduated summa cum laude from the University of Notre Dame with a B.B.A. in Finance. Mike is also a CFA charterholder and a member of the CFA Institute. | ||
| Brian Schulz | Vice President, Analyst | 2013 | 2015 |
| Biography | Brian Schulz is Senior Vice President, Senior Analyst covering the financial services industry and Co-Portfolio Manager of the Alger Mid Cap Growth strategies. He joined Alger in 2004 and has 12 years of investment experience. Prior to joining Alger, Brian was Research Associate at Credit Suisse First Boston covering mid¬cap banks. He graduated with an A.B. with honors in Economics from Harvard University. Brian is a CFA charterholder and a member of the CFA Institute. | ||
| Joel Emery | Co-Portfolio Manager | 2014 | 2015 |
| Biography | Mr. Emery has been employed by Fred Alger Management, Inc. since 2012. He became a co-portfolio manager, a Senior Vice President, and a Senior Analyst in 2014. He served as a Vice President and an Analyst from 2012 to 2014. Prior to joining the Manager, he was a Principal at Carlson Capital, L.P. from 2011 to 2012, and a managing director at TIAA-CREF Investment Management, Inc. from 1991 to 2011. | ||
| Michael Young | Portfolio Manager | 2010 | 2014 |
| Biography | Michael Young is Senior Vice President and Co-Portfolio Manager of the Alger Mid Cap Growth strategies. He is also a Senior Analyst covering the energy sector. Michael joined Alger in 2008 and has 28 years of investment experience, specifically in the energy sector. Prior to joining Alger, Michael was a Senior Energy Analyst at Fidelity Management & Research. Preceding his time at Fidelity, Michael was the Senior Energy and Utilities Analyst at State Street Global Advisors. His experience also includes work as a Senior Energy Analyst at major investment banks, including Deutsche Bank and Morgan Stanley Smith Barney. Michael earned a B.A. in Economics from Dartmouth College. | ||
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