Alger
Alger Focus Equity Fund
US
Dec 2024 → Mar 2026
Our archive holds 6 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
6 letters in 3 years — follow all of Alger for every strategy.
Its investment theses
- AppLovinMar 2025AppLovin is an advertising technology company leveraging AI to enhance app marketing and monetization, expanding from mobile gaming into new segments while gaining a competitive advantage through data-driven solutions.
- Heico CorporationMar 2025Heico is a leading manufacturer of FAA-approved aircraft and engine replacement parts, well-positioned to benefit from the aging global aerospace fleet and reduced new plane deliveries.
- SpotifyMar 2025Spotify is a leading global streaming platform leveraging AI to enhance user experiences and positioning itself for sustained growth in the digital audio market.