Alger
Alger Weatherbie Specialized Growth Fund
Growth
Dec 2024 → Sep 2026
Our archive holds 7 letters from this strategy, behind 3 investment theses and positions in 9 companies. Every quote below is copied verbatim from the letter it came from.
7 letters in 3 years · follow all of Alger for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Class A
- YTD−3.6%index +7.3%
- 1Y−1.8%index +7.6%
- 3Y · /yr+7.1%index +14.9%
- 5Y · /yr−6.5%index +3.5%
- 10Y · /yr+8.4%index +10.6%
- Inception · /yr+8.2%index +9.5%
Index: Russell 2500 Growth Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Alger Weatherbie Specialized Growth Fund | −3.6% | −1.8% | +7.1% | −6.5% | +8.4% | +8.2% |
| Russell 2500 Growth Index | +7.3% | +7.6% | +14.9% | +3.5% | +10.6% | +9.5% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
- VSE Corporation
- Casella Waste Systems, Inc.
- Hamilton Lane Incorporated
- Impinj, Inc.
- Natera, Inc.
- Cardinal Infrastructure Group, Inc.
- StepStone Group, Inc.
- DigitalOcean Holdings, Inc.
- Legence Corp.
- Planet Fitness, Inc.
Its investment theses
- Impinj, Inc.Sep 2026Impinj develops wireless identification technology, and the fund likes its early-stage adoption, leading market position, and operational data benefits for customers.
- Casella Waste Systems, Inc.Sep 2026Casella Waste Systems provides essential waste services and is supported by recurring demand, pricing power, and acquisition-led expansion opportunities.
- Casella Waste Systems, Inc.Mar 2026Casella Waste Systems, Inc. is a regional waste consolidator with recurring revenue, high barriers to entry, and a long growth runway.